Shawn Collins has always had a passion for investing and financial planning. With over 30 years of experience helping clients with a wide array of solutions to reach their investment goals, Shawn’s real joy are the client relationships that have developed along the way.

Shawn started his career in the broader Los Angeles area and portions of the Inland Empire as a Financial Advisor with Bank of America Investment Services for 16 years. Most recently, he managed an office for Edward Jones Investments for 14 years in Murrieta, CA. He has a Bachelor of Science degree in Business Administration from the University of Phoenix and holds the Accredited Asset Management Specialist™ (AAMS™) designation with the College of Financial Planning. He is a Registered Representative holding the series 7, 63, 65, and California Life & Disability insurance licenses.

Shawn is firmly committed to assisting clients build wealth through unbiased financial planning, retirement planning, insurance, and long-term solutions. His planning process incorporates consistent reviews, market education, risk management, and tailored strategies to fit his clients’ specific needs.

Shawn spends his leisure time with his fiancée Lisa and daughter Victoria. His hobbies include aerial drone flying, photography, traveling, and southern grilling.

41011 California Oaks Rd., Suite 202, Murrieta, CA 92562
T: 951.405.6554 // F: 951.221.5142