Financial Services in San Diego, CA
Financial Services • Financial and Investment Services
Shanel joined First Command Financial Services as a Financial Advisor in February 2018.
A graduate of Dominica State College with a degree in Biology, Shanel holds Series 7 and 66 securities licenses plus state life and health insurance licenses.
Understanding that the single most powerful contributor to financial well-being is behavior, Shanel works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Shanel is ready to assist clients as they pursue their goals through a lifetime financial journey. During her four years as a volunteer with the Navy-Marine Corps Relief Society, Shanel saw first-hand the need for personalized financial guidance to service member and their families.
In her free time, Shanel enjoys writing, reading, creative arts and hiking.
619-299-8772
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Worldwide > United States > San Diego > Financial Services