At SABRE Financial Services, Shane has dual responsibilities as a Client Relationship Manager and Wealth Management Analyst.
Shane joined the SABRE Team full time in 2017 after completing a year-long internship. He has always been passionate about a career in the financial services industry and is focused on building strong relationships with clients and providing the highest level of service and support.
Shane holds his FINRA Series 7 and 66 Securities Licenses and California Life/Health Insurance License. Currently he is studying for the Certified Financial Planner™ designation test and plans on pursuing a Certified Investment Management Analyst® designation after.
Shane holds a Bachelor of Science in Finance degree from California State University Northridge with an emphasis in Financial Planning and a Minor in Real Estate.
Some of Shane’s favorite things include: snowboarding, hiking, fishing, and attending live sporting events (especially baseball and football). One of Shane’s personal goals is to travel and experience more of the world. In the near future he hopes to visit Japan, Australia, and the Netherlands.