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Jon Shore, CFP®

Jon Shore, CFP®

Managing Director, Financial Advisor

As the Managing Director of Shore Group Advisors and a Financial Advisor with over 9 years of industry experience, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. 

With an emphasis on continuing education, I have earned the CERTIFIED FINANCIAL PLANNER™, orCFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Away from the office, I enjoy spending time with my family, golfing although not the best and running or lifting weights. My wife, Samira, is a dedicated mother, leader as well as the Director of Technical Program Design at Thermo Fisher who strives to empower her coworkers through action. My daughter, Jayla, is a monster in training, aspiring golfer to be, loves to paint and draw while keeping us on our toes. We enjoy the latest DIY projects around the home, spending time outdoors, and volunteering.

Our Mission