Shannon Bennett, CFP®

Senior Vice President, Investments and Managing Director

For more than 19 years, Shannon Bennett has been connecting and collaborating with clients to help them ensure all the elements of their financial lives are working in concert to serve their personal interests and objectives. She likes to educate and coach people about their money so they are knowledgeable and not fearful or uncertain about what they have or what it can do for them over the long term.

“Relationships are at the heart of what we do,” Shannon explains. “We have both hard and enlightening conversations with our clients about real life circumstances, aspirations and challenges. We understand what matters to them and can develop a plan that helps them to feel more confident about their future.”

Their comprehensive, integrative approach, means Shannon and her team use a broad range of tools and resources, including investment management to insurance to lending and beyond, to create customized solutions which are designed to help meet clients’ needs.

In addition to her broad view and expertise, she has a particular passion for research. She enjoys staying immersed in the constantly changing investment markets and liaising with analysts and independent investment managers regarding the best options for clients.

She is a CERTIFIED FINANCIAL PLANNER™ professional, which keeps her engaged in ongoing education. As a CFP® designee she is committed to her fiduciary responsibility of always putting the needs of the client first and strives to always uphold the highest level ethical standards. She is a member of the Financial Planning Association®.

Shannon lives in San Rafael with her husband, John. They enjoy traveling, hiking and cooking. She also loves spending time with family and friends.​

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.