Shawn Weera, JD, MFP
Vice-President of Operations

Shawn Weera, JD, MFP, is Vice-President of Senior Financial Resources, Inc.  Born on the island nation of Sri Lanka, formerly known as Ceylon, and educated in the United States, he is a licensed elder law attorney in private practice who has been helping retirees protect their assets through wise, tax-efficient planning for over 15 years.  Atty. Weera provides strategic solutions for reducing and/or eliminating taxes on income and Social Security; maximizing returns on investment assets (while minimizing exposure to market risk); protecting assets from nursing home expenses; and avoiding and/or eliminating probate and estate taxes. Shawn believes that each individual’s case is unique, listens carefully to ascertain each client’s goals and specific needs, and shuns any “cookie-cutter” approach to retirement planning. The end result for each client is a unique and highly-implementable set of financial strategies providing long-term security and peace of mind.

Mr. Weera is the creator of The Strategic Retirement Navigation Process™ and a nationally-recognized IRA expert who has assisted thousands of families in growing, preserving, and protecting their qualified funds.  Together with his partner, Thomas Brueckner, Shawn oversees more than $100 million in assets on behalf of their retired and pre-retired clients.

Mr. Weera earned his Bachelor of Science in Accounting at California State University and his Juris Doctor at Thomas M. Cooley Law School. He has been certified as a Master Financial Professional by the American Academy of Financial Management. Shawn is also a member in good standing with the National Academy of Elder Law Attorneys, the National Association of Financial and Estate Planning, and numerous bar associations, including the American Bar Association.