Bronwyn Shone

CFP®

BlueSky Wealth Advisors

Financial Advisor

Bronwyn Shone

CFP®

BlueSky Wealth Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bronwyn Shone, CFP®

Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office

Bronwyn Shone is a Pleasanton, CA fee-only financial planner. BlueSky Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bronwyn Shone is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Bronwyn Shone is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Bronwyn Shone

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Office Locations:

  • 1811 Santa Rita Road
    Suite 211
    Pleasanton, CA 94566
  • 2131 S. Glenburnie Road
    Suite 8
    New Bern, NC 28562

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