Shea Allen, CFP®

Shea
 

 

Shea Allen works closely with Bruce in meeting preparation and the creation and ongoing monitoring of wealth management plans.  She is responsible for gathering client data, financial planning software input, and analyzing data and model retirement scenarios.  Shea also spearheads all of our outreach efforts, which includes client communications, social and educational events, blog and quarterly newsletter. 

Credentials and registrations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7 and 63 securities registrations
  • CA Insurance License #0I45756

Shea is a former apparel industry senior executive and joined IWS in 2011.  She received her bachelor’s degree from Oklahoma State University and received her Certificate in Financial Planning from Bryant University.  Having worked in various roles and capacities within IWS, Shea is a valuable asset to our team, ensuring that our clients and prospects have the best possible experience with IWS.

In her spare time, Shea enjoys hiking, yoga, golf and cooking. She is an active leader in her church and diligently pursues health in all areas of her life.