CFP®, MFA, EA
EP Wealth Advisors
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Bronwyn Shone is a Walnut Creek, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses 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.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Bronwyn Shone, MFA, CFP®, EA is a Vice President with EP Wealth Advisors. Prior to joining EP Wealth Advisors, she was a Senior Wealth Advisor at BlueSky Wealth Advisors and an Advisor at Pleasanton Financial Advisors.
Bronwyn holds an MFA degree from Colorado State University and a BA from the University of Arizona. She received her CFP® certification from the American College and is currently working on becoming an Enrolled Agent, which will allow her to represent a client before the IRS. Prior to her career in financial services, she worked in book publishing and web content management. She taught English at the college level and English as a second language in Japan, where she lived for a year.
Her career in wealth management was inspired by a brief stint at a dot com in 2000. Suddenly flush with stock options and a comfortable salary, she read countless magazines and financial planning books to help her secure her own financial footing. When the dot com boom went bust, she experienced firsthand how quickly fortunes can change and was grateful that she had bult a comfortable emergency fund as it allowed her time to explore her next career move. Curious as to whether her new passion for financial planning could benefit others, she enrolled in her first CFP survey course to test the waters and has never looked back.
Now, nearly twenty years later, she continues to learn and grow and has dedicated her career to mastering the art and science of wealth management. Her diverse and unconventional background makes her relatable, and her experience as a writer, editor and teacher give her a special gift when demystifying complex financial concepts into achievable steps that her clients can follow.
Bronwyn is member of the Financial Planning Association (FPA)and National Association of Personal Financial Advisors (NAPFA). She has been quoted in numerous publications including Bloomberg BusinessWeek, and the Wall Street Journal.
Bronwyn lives in Lafayette with her husband and two young daughters and in her (rare) free time she enjoys cooking and hiking. A lifelong learner, she can often be found reading or listening to podcasts about a wide array of interesting subjects.
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.
The EP Wealth Advisors Story In the 1990s, long-time best friends Derek Holman and Brian Parker were working in the financial services industry. But they felt like the industry was putting profits before people, and they believed there had to be a better way. That led the two friends to found EP Wealth Advisors, LLC, a company that is a fiduciary and advises clients in their best interest. Since then, the firm has added more than 25 advisors and 65 more employees to the cause of helping thousands of clients with their finances and investments.
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with offices in the Los Angeles, Orange County, Calif., San Francisco, San Diego, Portland, Ore., Seattle, Phoenix, Denver, Salt Lake City, Dallas and Chicago. The firm manages over $15 Billion in AUM as of December 31, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
Bronwyn Shone is an Enrolled Agent (EA) with the IRS
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Bronwyn Shone
1333 N California Blvd.
Walnut Creek, CA 94596