Compound Planning crosses $2 billion of assets under management
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location

Boulder, CO

Shannon Lynch

Principal & Senior Wealth Advisor

Shannon is an experienced wealth advisor with over a decade of experience in the financial services industry. She specializes in working with high-net-worth and ultra-high-net-worth clients to build holistic plans and simplify the complexities of their financial lives. Shannon is a CFP® Professional and received her B.A. in Economics and Political Science from University of Washington, Seattle. Before joining Compound Planning, Shannon served on the Private Client and Premier Private Client team at Empower and Personal Capital. Prior to Personal Capital, she worked at UBS Financial Services in Seattle and San Francisco. Originally from Ar...

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(720) 356-0641

[email protected]

LinkedIn

Experience

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Empower

1 year

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Personal Capital

9 years

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UBS

3.5 years

Qualifications

University of Washington, Seattle

Economics and Political Science, BA

Certified Financial Planner™

CFP®

Specialities

Financial planning

Retirement planning

Equity compensation

Risk management

Asset allocation

Professionals

Retirees

Tech employees

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