Shannon M. Sutherland, AIF®, AAMS®, ADPA , Wealth Advisor
Shannon "Shãn" Sutherland is a financial planner and discretionary portfolio manager. Her knowledge of how money works helps executives and Sr. creative professionals through financial transitions to retire with dignity.
As a veteran Wealth Adviser and Founder of Simple Impact LLC, Shãn advises other fiduciaries on the CalSavers retirement savings program and employer 401(k) retirement trusts. Simple Impact LLC partners with Commonwealth Financial Network®, to provide retail investments and consulting, Member FINRA/SIPC, A registered Investment Adviser.
Sutherland holds many financial credentials, most uniquely, Accredited Investment Fiduciary and Accredited Domestic Partnership AdvisorSM. She began her investment career in 1999 and earned a personal financial planning certificate from UCLA in 2007. She is active with LAGLCC.org, AAUW Thousand Oaks (CA) branch, and 2020WOB.com Women On Boards.
A woman of many talents, Shãn was featured in Forbes print magazine 2017 Women Business Leaders California edition. In 2013, 2016, 2017, 2018 and again in 2019, she was recognized by Los Angeles Magazine as a Five Star(SM) Wealth Manager. In 2019 she was included in L.A.’s 100 most Fascinating People list.
Services provided by Sutherland include Money Coaching, Financial Analysis, and Portfolio Investment Services. She applies E.S.G. Environmental Social and Governance investment filters including emphasis on womens’ contribution to corporate decision making.
Currently, she empowers local women business leaders by facilitating gatherings with intimate powerful conversations. She is an avid golfer and outdoor enthusiast. Join the Simple Impact LLC community and receive wealth wisdom delivered to your email by signing up here.
Sutherland and Simple Impact LLC is in Calabasas, California.
Shannon “Shãn” Sutherland, AIF®, AAMS®, ADPA , Wealth Adviser
1.Shannon Shan Sutherland (CA Insurance Lic. #0D28620) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Simple Impact or CES Insurance Agency 2.Forbes feature is a paid promotion 3. Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,528 Los Angeles area wealth managers were considered for the award; 154 (4 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com 4.This recognition is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.