Tori O’Neill Shadaia, ChFC®, CDFA®

Tori O’Neill Shadaia is a Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Growing up, Tori watched her mom change lives through financial planning and knew early on that she wanted to follow in her footsteps. She’d hear stories at the dinner table about helping clients retire confidently, send their kids to college, or start new chapters with financial clarity. Those stories taught her that financial advice is about far more than money. It’s about trust, compassion, and making life better for people you care about.

Before becoming a wealth advisor, Tori spent years learning the business from the ground up. Her career started right after college, working alongside her mom, who started her own firm 35 years ago. She earned her bachelor’s degree in Finance from Michigan State University (2019). She then received the ChFC® designation (2024), CDFA® designation (2026), and she is also a CERTIFIED FINANCIAL PLANNER®(CFP®) certificant.

As a wealth advisor in the Chicago office, Tori helps clients navigate one of life’s biggest transitions: retirement. She works with individuals and couples who want to feel secure about what comes next and who value a collaborative, educational approach. She is also passionate about connecting with the next generation, helping them understand the “why” behind their money and a plan towards financial security. She breaks down complex financial topics in a way that feels approachable and empowering. Tori focuses on helping families design plans that support both their present priorities and the legacy they want to pass on.

Tori’s mission is simple: to help kind, honest people build confidence and peace of mind while striving towards financial independence and building a legacy that will last for generations.