Shane is an experienced wealth advisor, guiding clients in their financial journey. He provides personalized financial advice to clients focusing on retirement, estate, gifting, and tax planning. He believes a great financial plan provides clients with peace of mind and allows them to focus on what is most important to them.
Shane comes to Main Street Research with over 12 years of experience in wealth management. He recently was a Senior Financial Planner at a Raymond James firm, providing financial advice for high net worth families and business owners.
Shane earned his CERTIFIED FINANCIAL PLANNER™ certificate at the University of California, Los Angeles. He graduated from Washington State University with a B.S. in Business Administration.
He loves spending time with his family, exploring the Bay Area, and looking for the best slice of pizza.