Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. She enthusiastically enjoys working closely with clients to co-create custom financial plans with the clients’ well-being at the center. She guides clients through a comprehensive wealth management process, providing them with insights into cash flow, net worth, risk management, and investments. Shannon finds her work most rewarding when she engages with clients to help them make intentional choices around their philanthropic goals.
Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University.
She has recently served on the board of directors for the League of Women Voters of West Contra Costa County. Shannon lives in Hercules, California with her two children where she is the Little League Team Coordinator.