SHAWN SANDOVAL, CFP®, DIRECTOR OF BUSINESS DEVELOPMENT
VIEWPOINT - PLEASANTON
Just as there's a distinct pride among fly fishermen in being able to lead an amateur outdoorsman to catch a fish, my passion for helping guide clients, advisors, and business owners matches my love of spending a day on the water.
I am a versatile CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades in financial services. I am driven by a passion for continuous improvement, collaboration, and quality relationships with clients, advisors, and business owners. During my career, I have been involved in many aspects of the financial services industry, including as managing director, senior financial advisor, director of financial planning, operations and marketing consultant, and branch development consultant.
As much as I enjoy the various aspects of financial services, I also relish spending time with my lovely wife, Nancy, and our three children. I currently serve as the chair of the Permanent Funds Committee for the Pacific Southwest Region of the Christian Church. I am also a Finance Committee member for Harbor Christian Church.
CERTIFIED FINANCIAL PLANNER™ Professional
BA, University of California, Irvine
FINRA Series 7, 63, and 65 securities registrations held through Commonwealth Financial Network
Chair, Permanent Funds Committee for the Pacific Southwest Region – Christian Church
Finance Committee Member for Harbor Christian Church
Past President, Financial Services Professionals (SFSP)
CA Insurance License #0C17741