Shane Hamashige CFP®

Shane's interest in investing began at a young age. Sitting in a McDonald's drive-through, his father pointed to the building and said, "We own part of this company." The idea that everyday people could own pieces of the businesses around them left a lasting impression, and by 18, Shane was investing his own money, quickly learning firsthand how complex the markets can be. Those early lessons shaped a lasting belief: that successful investing requires discipline, thoughtful strategy, and a personalized approach.

Today, as a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of industry experience, Shane brings that same philosophy to his work with clients. He takes the time to understand each client's personal and financial goals before building a comprehensive plan, one that integrates investment management, risk management, tax planning, retirement planning, and estate considerations into a clear, coordinated strategy. Beyond his client work, Shane oversees SABRE's trading operations and partners with the Wealth Management team to design and implement the firm's model portfolios.

Shane holds FINRA Series 7 and Series 66 securities licenses, as well as a California Life and Health Insurance License (CA Insurance #2073773). He earned his Bachelor of Science from California State University, Northridge's nationally ranked Financial Planning program.

Outside the office, Shane can usually be found outdoors: snowboarding, mountain biking, or backpacking, or spending time with his girlfriend, Sherry, and their dog, Panda.

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