Bronwyn Shone (CFP®)

Bronwyn Shone focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Bronwyn appreciates the fee-only approach that allows her to deliver sound and objective financial planning advice tailored to clients’ needs. She applies a comprehensive approach to each client’s situation, breaking down the complexities of investing, risk management and income tax planning into achievable steps. Bronwyn joined BlueSky Wealth Advisors in 2004.

Bronwyn holds an MFA degree from Colorado State University. Previously, she worked in book publishing and web-content managing. She taught English at the college level and English as a Second Language in Japan.

Bronwyn lives with her family in Walnut Creek and enjoys hiking in her free time.

Additional Information

At BlueSky, we bring fresh energy to what it means to advise and bring value to clients, and it’s exciting to be part of such a progressive firm. Our commitment to finding the best tools and solutions to help our clients keeps our personal tool kits sharp. I learn something new with every client plan and that growth and development is very much part of our culture.

The systematic processes we have in place to manage our clients’ financial plans frees up valuable energy and brain space for them to discover or pursue what is most important to them. What we do for our clients goes so much further than just making sure their investments are aligned with their goals or that that their risks are managed appropriately—we do all that and more. We help our clients answer the question, “What is this money for?” That question really gets to the heart of what our clients value most and what they want out of their lives. Over time, the answer may evolve from “peace of mind” to more specific and detailed plans for travel and adventure, gifts to family members or charities, increased involvement in philanthropic endeavors, continued employment in a rewarding career, or simply more leisure time to savor a life that is already satisfying. Being part of this process of discovery is an absolute privilege.

NAPFA Start Date

December 15, 2008

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This Office

1811 Santa Rita Rd Ste 211 Pleasanton, CA 94566-4732 Phone: (925) 846-3768 Fax: (925) 600-7574