Keep it Simple. Make a difference.   

ABOUT US |  Our Team

Shannon “Shãn” Sutherland, AIF®, AAMS®, ADPASM , Wealth Advisor
CEO/ Founder

With 15+ years in financial services, and 8+ years in media entertainment advertising as business owner of a media technology studio, Shãn Sutherland has a unique talent for gaining trust and building support and following. Her soft touch earns 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 Investment Fiduciary certification, 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

This communication strictly intended for individuals residing in the states of CA,DC,MD,NJ,NV,NY,OR,PA,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®.
Privacy Policy
© Copyright 2014 - 2015