How I Can Help You
Shannon’s goal is to help clients work toward their objectives and feel more confident about their financial future through wealth management, portfolio design and advice. Her approach includes developing a customized “Moments That Matter” roadmap that includes all of life’s milestones and addresses clients’ needs at each of those pivotal stages. Shannon has a particular interest in working with clients who are newly single and unaccustomed to managing their finances, and she is also highly knowledgeable in helping corporate executives develop strategies for concentrated stock positions. With every client, she is passionate about building lifelong relationships through her expert guidance, high-performing service team and extensive network of collaborators.
What Makes Me Knowledgeable
Shannon joined Pence Financial Group in 2025 and works in the San Jose, California, office. Most recently, she spent 10 years at King Wealth Planning and previously had a 25-year career in human resources, which included working on the GPS satellite for the Department of Defense in the early 1990s. Shannon holds a bachelor’s degree in international business from San Jose State University, a master’s degree in ethical leadership from Claremont Lincoln Graduate School, the Series 7, 66, 65 and 63 securities licenses with LPL Financial, and a California insurance license.
Getting to Know Me
A resident of Campbell, California, Shannon is very involved in her community as a member of the Campbell Chamber of Commerce, San Jose Rotary, LPL Women’s Advisor Community, San Jose Senior Roundtable and more. She also founded Sterling Women’s Network, where she brings together professional women to support one other and expand their business horizons. In her free time, Shannon enjoys reading historical fiction, rowing on her erg, exploring nature, and spending quality time with friends and family.
