Shawn Plunkett, Financial Advisor

FINANCIAL ADVISOR
Shawn Plunkett

AAMS®, CRPC™
8265 Sierra College Blvd, Suite 308, Granite Bay, CA 95746opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Professional Athletes
  • Business Retirement Plans
  • Accountants
  • Intergenerational Planning
  • Charitable Giving

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(916) 772-1085

Fax

(877) 786-2795

Office Address

8265 Sierra College Blvd
Suite 308
Granite Bay, CA 95746opens in a new window

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