Shane is a dually-registered Financial Advisor and works in SABRE’s Wealth Management division. Shane’s responsibilities include; analyzing investments, making asset allocation decisions, managing SABRE’s suite of in-house model portfolios, and acting as the firm’s primary portfolio trader. Shane has been an active investor since a young age and enjoys utilizing creative as well as time-proven investment strategies to generate growth and provide protection for his clients.
As an advisor, Shane’s goal is to understand a client’s personal and financial objectives and help develop a personalized road map. He aims to create strong lasting relationships with his clients and provide them with the highest quality of service they should expect and deserve.
Shane holds his FINRA Series 7 and 66 Securities Licenses and California Life/Health Insurance License. He received a Bachelors in Finance at California State University Northridge in their nationally ranked Financial Planning program. Currently he is studying for the Certified Financial Planner™ designation test.
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.