About Shannon
At InvestEdge Planning, we help mid-life professionals, women, and those who are nearing retirement become retirement-ready and tax savvy. We do all of this with a personalized boutique-style approach that holistically encompasses retirement planning, tax planning, and strategic investment managemen...
Areas of focus
Credentials & background
Designations
CRPC®CFP
Licenses
Series 66Series 63Series 9Series 10SIESeries 3Series 7
Clients served
Real Estate AgentsRetireesTech EmployeesCorporate ExecutivesDoctorsHigh Net Worth IndividualsWomen in TechSoftware EngineersBusinesswomenNurses
Registered in
Arizona, California
Regulatory
The firm
InvestEdge Planning