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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Shana Won, CFP®, CLU®

(626) 737-8238

"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 including the International Association of Financial Planners, Women's Leadership Council, and is a member of the Million Dollar Roundtable. 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.

CFP® , CERTIFIED FINANCIAL PLANNER, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.