Shawn Landis, CFP®
Senior Financial Advisor
Shawn has over 14 years of experience in the financial services industry. His expertise lies in comprehensive wealth management, tax and financial planning strategies, business consulting, and investment advisory services for high-net-worth individuals. Shawn is also a licensed California Life agent, and he assists clients in navigating through the intricacies of life insurance. With a personal touch, he helps clients align their financial goals with life aspirations.
Beyond work, Shawn finds enjoyment in the simple pleasures of life, relishing the flavors of tacos and the excitement of watching soccer matches. But above all, he treasures spending quality time with his family.