Shea Allen works with clients seeking comprehensive financial planning to develop a financial “road map”, helping them to make informed decisions about their future. She works alongside Bruce on the creation and implementation of plans, ongoing monitoring of portfolios, and conducting client reviews. Her areas of expertise include income planning, investment, and long-term care planning. Shea is a valued team player and is known for her unwavering attentiveness to our clients’ needs. She takes pride in helping clients reach their goals, live better lives, and have more freedom.
Shea also spearheads all our outreach efforts, which includes client communications, educational events, and writes for the quarterly newsletter. She is a passionate life-long learner and constantly strives to increase her competencies with the goal of being the first person you turn to when making any financial decision affecting you or your family.
Credentials and registrations
- CERTIFIED FINANCIAL PLANNER™ practitioner
- FINRA Series 7 and 63 securities registrations
- CA Insurance License #0I45756
In her spare time, Shea enjoys hiking, yoga, golf and cooking. She actively serves in her church and diligently pursues health in all areas of her life.