Potentia Wealth

Shannon is a Registered Securities Representative and Investment Advisor Representative of LPL Financial and a Financial Advisor.She provides clarity, confidence, and comfort through expert guidance, wealth management, portfolio design, and financial planning. She specializes in helping those newly single and finding solutions for concentrated stock positions. Her “Moments that Matter” roadmap supports clients through life’s milestones.

Shannon holds a bachelor’s in International Business from San Jose State and a Master’s in Ethical Leadership from Claremont Lincoln. With 12 years in financial services and 25 years in HR, she worked on the team that designed the first GPS satellite for the DoD. She holds Series 7 and 66 securities licenses and a California Insurance license. Active in her community, she founded Sterling Women’s Network and is involved in multiple organizations.