Portfolio Advisor/ Speaker
Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management.
Shannon enjoys co-creating custom
financial plans with her clients’ well-being at the center.
Guiding them through a comprehensive wealth
management process, she provides insights into cash flow, net worth, risk management, investments,
and philanthropic goals.
Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in
Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder
Institute. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council. She is a
member of the Dental Speaker Institute, and Dental Speakers Bureau.
Evolve into your next stage of life with passion and purpose. And strategic planning strategies that work for you. Are you holding on to money beliefs that are not yours? Beliefs that have been passed down from your parents, ...