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ABOUT US | Our Leadership

Shannon (Shãn) Sutherland, AAMS, ADPA, Chief Executive Officer/Founder  

With 13+ years in financial services and 8+ years in media/entertainment/advertising as business owner of a media technology studio, Shãn has a unique talent for gaining trust and building support and following. Her soft touch gains client trust for unbiased opinions on all aspects of their lives. As a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network, Shãn’s responsibilities are to provide strategic vision, obtain and maintain client relationships, set allocation models, and provide financial planning advice. She has a BFA in film and advertising from world renown Art Center College of Design, Personal Financial Planning designation from UCLA, Accredited Asset Management Specialist certification, Accredited Domestic Partnership AdvisorSM certification, and a 2013 Wealth Manager award*. (California Notary #2001518; California Insurance Lic. #0D28620)


*2013 FIVE Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.  For more information please visit www.fivestarprofessional.com

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