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
- 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
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Patrick is a Senior Wealth Advisor working directly with clients on all matters related to financial planning and investment management. He is a graduate of Stanford University with a bachelor’s degree in economics (1987). He is a CERTIFIED FINANCIAL PLANNER practitioner.
Additional Information
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.
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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.