With a consulting and planning background, Shaun helps clients plan for the future. Using a process developed refined over time, his goal is to prepare clients for the transitions they will face as their lives unfold and their needs evolve. He specializes in developing financial plans that take into consideration the immediate, long-term and multi-generational financial needs of clients. He puts all the pieces of the puzzle together helping clients see the total picture.

Shaun earned his B.S. from Claremont McKenna College. Prior to becoming a co-founder and managing partner at Fairway, Shaun co-founded The M Group at UBS where he focused on financial planning and consulting as a financial advisor. Prior to UBS he worked as an analyst for the institutional consulting and planning division of Goldman Sachs – The Ayco Company.

Shaun grew up in La Cañada Flintridge, CA. He attended St. Ignatius Loyola High School of Los Angeles and played collegiate soccer at Claremont McKenna College. When Shaun is not in the office, he enjoys spending time with his wife Christina and their three children Rylan (daughter), Kane and Jaxton (twin boys). Shaun and his family reside in Ladera Ranch, California.

Phone : 818.653.6889
Email : shaun@fairwaycapadvisors.com
Social: LinkedIn