Shane is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. As a CERTIFIED FINANCIAL PLANNER™ professional, he strives to understand a client’s personal and financial objectives and develop a comprehensive roadmap to achieve them. This roadmap explores various investment, risk management, tax, retirement planning, and estate planning solutions. Shane oversees SABRE’s trading operations and works with the Wealth Management department to design and implement proprietary model portfolios.
Shane holds his FINRA Series 7 and 66 Securities Licenses and California Life/Health Insurance License (California Insurance # 2073773). He received a B.S. at California State University Northridge in their nationally ranked Financial Planning program.
Outside of the office he enjoys spending time outdoors. Some of his favorite activities include snowboarding, hiking, fishing, backpacking, and going on adventures with his girlfriend and dog Panda.
Read more about what it means to be a CERTIFIED FINANCIAL PLANNER™ professional by clicking on the logo.
