Shannon K. Bennett

CFP®
Senior Vice President, Investments

For more than fifteen years, Shannon 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.

“Relationships are at the heart of what we do,” Shannon explains. “We have both hard and happy conversations with our clients about real life circumstances and aspirations, so we understand what matters to them and can develop a plan that helps them to fell 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, Shannon has a particular passion for research. She enjoys staying abreast of the constantly changing investment markets and liaising with analysts and independent investment managers regarding the best options for clients.

She has a BS in Business Administration from Pepperdine University and is a member of Financial Planning Association®. Shannon lives in San Rafael and enjoys travel, hiking and running in the Marin hills, and 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.