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 continued improvement, collaboration, and quality relationships with clients, advisors, and business owners. Over my career, I have been involved in many aspects of the financial services industry from 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 for the Permanent Funds Committee for the Pacific Southwest Region of the Christian Church. I am also a Finance Committee Member for Harbor Christian Church. 


BA, University of California, Irvine

FINRA Series 7, 65, 63, and 9 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


7011 KOLL CENTER PARKWAY, SUITE 260, PLEASANTON, CA 94566  |  925-227-8858   |