Bronwyn Shone

CFP®, MFA

BlueSky Wealth Advisors

Senior Wealth Advisor

Bronwyn Shone

CFP®, MFA

BlueSky Wealth Advisors

Senior Wealth 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®, MFA

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 financial planning and wealth management to help medical practictioners, small business owners, successful professionals and retirees 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 is a Senior Wealth Advisor and is located in our Pleasanton office. She 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 is responsible for the advisory teams daily activities and oversees the client's  financial planning and investment management strategies. Bronwyn joined BlueSky Wealth Advisors in 2004.

Bronwyn holds an MFA degree from Colorado State University. Previously, she worked in book publishing and Web content management. She taught English at the college level and English as a second language in Japan.

She has been quoted in numerous trade journals including Bloomberg.com, BusinessWeekThe Wall Street Journal, and other national and local publications.

Bronwyn lives with her family in Walnut Creek and enjoys hiking in her free time.

What do you enjoy most about being part of BlueSky?

Our transition to BlueSky has brought fresh energy to what it means to advise and bring value to clients, and it’s exciting to be part of such a progressive firm. Our commitment to finding the best tools and solutions to help our clients and keep our personal tool kits sharp. I learn something new with every client plan and that growth and development is very much part of our culture.
 

What does “improving the quality of our clients’ lives” mean to you?

The systematic processes we have in place to manage our clients’ financial plans frees up valuable energy and brain space for them to discover or pursue what is most important to them. What we do for our clients goes so much further than just making sure that their investments are aligned with their goals or that that their risks are managed appropriately—we do all that and more. We help our clients answer the question "What is this money for?" That question really gets to the heart of what our clients value most and what they want out of their lives. Over time, the answer may evolve from “peace of mind” to more specific and detailed plans for travel and adventure, gifts to family members or charities, increased involvement in philanthropic endeavors, continued employment in a rewarding career, or simply more leisure time to savor a life that is already satisfying. Being part of this process of discovery is an absolute privilege.
 

What keeps you busy when you’re not working?

When I’m not working, I enjoy spending time with my family. With two little ones, personal time is limited but, on occasion, I get to explore the amazing trails crisscrossing the east bay.

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

The National Association of Personal Financial Advisors (NAPFA) is a 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

  • National Association of Personal Financial Advisors (NAPFA)
    Bronwyn Shone is a NAPFA-Registered Financial Advisor

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

  • Certified Financial Planner (CFP)
    Bronwyn Shone is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Bronwyn Shone is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Dimensional Funds
    BlueSky Wealth Advisors is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

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
  • 1735 N. 1st Street
    Suite 295
    San Jose, CA 95122

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