Shelley's Vision
Shelley’s goals are to help protect and maintain the quality of your financial life and legacy.
What Shelley does
As an Investment Adviser Representative, Shelley creates, implements, and monitors customized financial plans designed to help affluent individuals and families pursue their financial goals. She thoroughly assesses and analyzes your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives.
Shelley’s approach
Shelley takes a conservative approach to wealth management based on sound judgment and prudent decision-making. She believes these values have helped many of her clients protect their existing assets and successfully pursue their goals.
Shelley's Affiliation
Shelley’s commitment to always putting your interests first is evident in every aspect of her business. She has chosen to utilize Commonwealth Financial Network®, a Registered Investment Adviser - broker/dealer. with a 40-year history of focusing on the needs of its affiliated advisors and the clients they serve. This affiliation means that she remains free to make recommendations based on what’s right for you, without pressure to promote a particular product or strategy—which is not the case with some other types of financial advisors.
Services Shelley provides:
Custom financial plans
Investment management
Education planning
Business succession strategies
401(k) administration
Post-retirement income planning
Insurance planning
Strategies for minimizing tax burdens
Estate planning
Charitable giving strategies
Coordination with other professionals, such as CPAs and attorneys, to ensure that everyone is working toward common goals
Better serving you through ongoing education
Shelley believes that learning never ends and while not required we choose to pursue designations that make us more educated and better equipped to support our clients and their needs.
Shelley has recently acquired the Certified Private Wealth Analyst℠ (CPWA®) certification, which is aimed at advisors working with high-net-worth clients. The organization governing this certification has changed its name from the Investment Management Consultants Association (IMCA) to the Investments & Wealth Institute. You can find an outline of the CPWA certification and its requirements in the brochure, which includes education, ethics, experience, and an exam.
Shelley’s tailored, holistic approach makes her an ideal choice for detailed financial analysis and investment advice. Her designations, certifications, and memberships include:
- CERTIFIED FINANCIAL PLANNER® practitioner since 1993
- Accredited Investment Fiduciary® professional since 2006
- Certified Private Wealth Analyst℠ professional since 2024
- Registered Investment Adviser – California Department of Financial Protection & Innovation
- Registered Representative with Commonwealth Financial Network®
- Member of the Financial Planning Association
- Member of the Investments & Wealth Institute
