Bronwyn Shone (CFP®)

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

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Bronwyn works with clients from diverse backgrounds and with a variety of wealth management needs. She enjoys co-creating plans to help younger and mid-career clients accumulate for a secure future, pre-retirees to transition to financial independence, and retirees to savor the rewards of their planning.

Additional Information

Bronwyn lives in Lafayette, CA with her family. In her limited free time, Bronwyn enjoys cooking and hiking. If she can cajole her family into joining her in these activities, all the better!