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!

NAPFA Start Date

December 15, 2008


This Office

1333 N California Blvd., Suite 100 Walnut Creek, CA 94596 Phone: (925) 283-2201 Fax: (925) 283-8535