Beau Sheedy is a Financial Advisor with Phocus Financial, where he helps individuals and families feel confident about their financial futures. His practice focuses on guiding clients through both the accumulation and distribution phases of retirement, with an emphasis on practical, tax-smart strategies that support a smooth transition from working years into retirement.
His areas of focus include:
- Retirement Planning
- Asset Allocation
- Education Planning
- Estate Planning
- Risk Management
- Small Business Strategies
Inspired by his grandfather, who worked as a financial advisor for more than 30 years with the legendary firm E.F. Hutton, Beau continues the family tradition of helping people achieve their financial goals. Beau began his own career at Equitable Advisors, quickly rising to Vice President in the Southwest Branch before joining Phocus Financial in 2022.
Beyond his practice, Beau serves on the national Board of Directors for the Neurofibromatosis Network, where he leads the organization’s efforts across Arizona, Colorado, and New Mexico.
Originally from Phoenix, Beau and his wife Eleanor relocated to Littleton, Colorado in 2025 with their three daughters—Eloise, Rosalie, and Blaire. When he’s not working with clients, Beau enjoys hiking, fly fishing, coaching kids’ sports, and spending time outdoors with his family. He and Eleanor also love to travel and make frequent trips to visit family in Arizona, California, and London.
Education, Licenses, and Credentials
University of Arizona, Bachelor of Science, Finance
FINRA Series 7, 65, 63, 24 Registrations, AZ Life and Health Licenses
Beau Sheedy is registered to conduct securities business in AZ, NM, CA, CO, TX, and WA.