Shannon Kane, Financial Advisor located in Lake Worth, FL

Financial Advisor
Shannon C Kane

CEPA®, AAMS®
9897 Lake Worth Rd Suite 305, Lake Worth, FL 33467opens in a new window
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Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Walking
  • Dancing
  • Horseback Riding

Team Members

  • Joy Rowe
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(561) 966-5929

Fax

(855) 379-0696

Office Address

9897 Lake Worth Rd Suite 305
Lake Worth, FL 33467opens in a new window

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