Shelley murasko, cfp

Shelley murasko, cfp

About Shelley Murasko, Principal

My unconventional career path from engineer to financial advisor was largely inspired by working alongside successful, hard-working people who despite terrific careers and the best intentions were missing out on smart financial planning moves and falling behind in building wealth.

With a long-standing love for investing and personal finance, I took the career leap in 2013 by earning my financial planning credential, passing the difficult CFP® Board exam, and joining a successful investment company, Bahr Investment Group.  

In 2016, I launched Wealthrise Financial Planning with a vision of offering competent financial guidance at an ultra-low price point while providing transparency and a high level of personal service.  Wealthrises's unique low fee structure allows investors to partake in high quality, investment grade investments without forgoing growth to excessive advisor or mutual fund fees.  I enjoy helping my clients uncover their life intentions and then build a financial plan and investment strategy to deliver upon those hopes and dreams.

Wealthrise currently services over 50 families consisting of $35M in assets under management.