Shaun Van Vliet, CFP®
Shaun Van Vliet is a Private Advisor and Managing Director at Liberty Wealth Partners within the Rockefeller Global Family Office. Prior to joining Rockefeller, Shaun was a Wealth Manager at First Republic between 2017 and 2023 after more than 20 years at Merrill Lynch where he co-founded his team. Shaun and his partners have built a unique team infrastructure of financial planners, portfolio managers, investment specialists and client associates. In his current role, Shaun provides clients with comprehensive financial planning, including portfolio management, tax minimization strategies, retirement analysis, trust and estate planning, as well as specializing in managing concentrated stock positions. His clients are high-net-worth families, entrepreneurs and their businesses as well as senior corporate executives.
Shaun is a CERTIFIED FINANCIAL PLANNER™ professional.
Shaun graduated from Georgetown University’s McDonough School of Business and was also a standout baseball player. Shaun has 30 years of Wealth Management Experience.
*Industry Accolades:
Best-In-State Wealth Advisors
Forbes, 2019-2022
America’s Top Wealth Management Team High Net Worth
Forbes, 2022
Best-in-State Wealth Management Teams
Forbes, 2023
Barron’s Top Advisor Rankings
Barron’s, 2019-2021
The Forbes Best-In-State Wealth Advisors rankings discussed above were designated between 2019-2022 and last for a period of one year until new rankings are released.
The Forbes America’s Top Wealth Management Team High Net Worth rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.
The Forbes Best-In-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The Barron’s Top Advisor Rankings discussed above were designated between 2019-2021 and last for a period of one year until new rankings are released.
The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.