Shannon Grey (CFP®, CRPC®)

Shannon Grey focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Providing Wealth Management Services for:

*Mid-life Professionals who have retirement top-of-mind

*Retired, Semi-retired, or those who are nearing retirement

*Women & Couples


Additional Information

Having over twenty years of experience as a financial advisor, Shannon Grey began her financial career in 1999 with Charles Schwab and Co. She holds an M.S. in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and she also holds the Chartered Retirement Planning Counselor? designation.

As a fee-only advisor, Shannon is not compensated with sales commissions or bonuses and is bound to the fiduciary duty to always act in the client's best interest.

Shannon has been featured in CNET Money and NextAdvisor with TIME.

NAPFA Start Date

May 24, 2023


This Office

5965 Village Way San Diego, CA 92130 Phone: +1 (858) 240-0139