Shannon Grey

San Diego, CA

Verified Identity

InvestEdge Planning

Years of Experience

23 years

Member Since

2022

Allow Me to Introduce Myself

At InvestEdge Planning, we help mid-life professionals, women, and those who are nearing retirement become retirement-ready and tax savvy. We do all of this with a personalized boutique-style approach that holistically encompasses retirement planning, tax planning, and strategic investment managemen...

Clientele

Real Estate Agents

Retirees

Tech Employees

Corporate Executives

Doctors

High Net Worth Individuals

Women in Tech

Software Engineers

Businesswomen

Nurses

Services Provided

Investment Management

Tax Planning

Retirement Planning

Specialties and Expertise

Tax Minimization Inv...

Retirement Income

College Planning

Portfolio Construction

Debt Management

High Net Worth Planning

Credentials and Designations

CRPC®

Chartered Retirement Planning Counselor®

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CFP®

Certified Financial Planner™

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Pricing Models

Flat FeeAUM

Previous Work Experience

Charles Schwab

Financial Advisor

1999 - 2019

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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