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Shana Won, CFP®, CLU®

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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"Financial security and freedom to be who you want to be and to do what you want to do."

Shana Won, CFP®, CLU®, has over 20 years of experience assisting clients with developing prudent investment strategies to achieve their financial vision. By earning her certificate in Retirement Planning from the Wharton School, she is among a select group of individuals who has been awarded the title of Retirement Planning Specialist by Equitable Advisors. She has also earned numerous company awards and induction into the company's Circle of Excellence are among her career achievements.  She is a graduate of UCLA with two Bachelor's Degrees. 

As a long time Pasadena resident, she is active with many community and professional organizations. She previously was the Investment Committee Chair for the International Institute of Los Angeles and also had served on the board of Los Angeles City College District Bond Oversight Committee which was responsible for over $1 Billion in projects. Clarity, integrity and client-first service are hallmarks of her practice. Delivering comprehensive and current data on a broad range of subjects, Shana specializes in personal financial planning, estate planning, retirement income accumulation and distribution planning.  Her focus is on assisting clients with both immediate and long-term strategies to meet their financial goals to pursue their personal dreams.   As a reliable and reasoned coaching partner, Shana provides thorough research and independent, unbiased advice customized to each client's distinct investment strategy. Her pledge and commitment to excellence aims to advance the wide-ranging financial goals of the individual, family and corporation. 

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning


Asset management


Estate planning strategies

Estate planning

Risk Management


Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.