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Shana Won, CFP®, CLU

Shuster Financial Group

225 S. Lake Avenue
#600
Pasadena, CA 91101
Phone: (626) 737-8238
Fax: (626) 792-7567

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.