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2714 Redbridge Road, Tracy, CA 95377

(808) 342-8307
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With you in mind, and your best interest at heart

Meet Shad

Client Centered Guidance

Client Centered Guidance

I treat strive to treat clients like family. Your peace of mind is my top priority. I am committed to addressing your current financial needs while helping you prepare for every stage of your future financial journey. 

Whether you're focused on building a nest egg for retirement, preparing for the unexpected, or preserving your legacy, my approach is centered on your goals. Together, we’ll create a plan that is tailored to you.

A Unique Perspective

As a dedicated consultant with over 25 years of experience across various fields, I bring a broad perspective to financial advisement. My experience prior to becoming a Financial Advisor in 2013:

  • Advertising Consultant for dozens of small to mid-size companies in Hawaii - 5 years
  • Sales & Marketing Director for a national wholesale business based in Utah - 7 years
  • University Enrollment Counselor in Phoenix - 3 years

I am fortunate to have been married to my brilliant wife for over 28 years. We have three wonderful children, and I come from a very large extended family. My active involvement in volunteer leadership and mentoring roles within my church and community has further enhanced my commitment to serving others. These rich experiences, alongside my time as a financial advisor, enable me to truly empathize with the financial needs of families and business owners. 

CRPCTM  Chartered Retirement Planning CounselorTM

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Whatever road you travel, it pays to have an experienced guide. The financial markets can be full of ups and downs, potholes and detours. I'm here to provide the experience and perspective you need to stay on track. 

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