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Michael Francis Shearon

Accelerate Retirement

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About Michael Francis Shearon

Michael Francis Shearon is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Accelerate Retirement and holds multiple licenses and certifications including Series 6, 7, 26, 63, and 65. Michael has previously worked with SIGMA FINANCIAL CORPORATION, NFP ADVISOR SERVICES, LLC, ONEAMERICA SECURITIES, INC., UBS FINANCIAL SERVICES INC., AETNA INVESTMENT SERVICES, INC., AMERICAN UNITED LIFE INSURANCE COMPANY, and PEBSCO SECURITIES CORP.. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Michael Shearon is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Shearon’s Registration & Firm History

CA

11/12/2024 - Present

Accelerate Retirement (ALISO VIEJO CA)

MI

10/21/2014 - 12/31/2018

SIGMA FINANCIAL CORPORATION (Troy MI)

MI

10/03/2005 - 10/24/2014

NFP ADVISOR SERVICES, LLC (TROY MI)

IN

06/07/2005 - 10/14/2005

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

NJ

08/19/1999 - 04/28/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CT

06/15/1998 - 10/29/1999

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

IN

11/07/1990 - 04/29/1998

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

OH

09/07/1989 - 09/18/1990

PEBSCO SECURITIES CORP. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 06/01/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/06/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Francis Shearon.
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