Bronwyn Shone| CFP®
BlueSky Wealth Advisors
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Estate Planning
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- High Net-Worth Clients
- Tax Planning and Preparation
- Women's Financial Issues
- Unmarried and Same-Sex Couples
- Financial Review
Pleasanton, CA 94566
New Bern, NC 28562
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bronwyn Shone is a fee-only financial planner located in the Pleasanton, CA office. BlueSky Wealth Advisors creates financial solutions for successful individuals and families through our comprehensive approach to financial planning and investment management. Bronwyn Shone is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Bronwyn Shone appreciates the fee-only approach that allows her to deliver sound and objective financial planning advice tailored to clients’ needs. She applies a comprehensive approach to each client’s situation, breaking down the complexities of investing, risk management and income tax planning into achievable steps. Bronwyn holds an MFA degree from Colorado State University and is a Certified Financial Planner® practitioner. She joined BlueSky Wealth Advisors in 2004.
Previously, she worked in book publishing and web-content managing. She taught English at the college level and ESL (English as a Second Language) in Japan. Bronwyn lives with her family in Walnut Creek and enjoys hiking in her free time.
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina and Pleasanton, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.