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Shannon Beahan, CFP®

Shannon Beahan, CFP®

Certified Financial Plannerâ„¢

Shannon Beahan, CFP® has been in the financial services industry for 15 years. She joined Lindsey & Lindsey in the spring of 2021, transitioning from working with individual clients as a Financial Consultant at Fidelity Investments. Shannon has had the pleasure of serving clients in a number of capacities, spending the majority of her career at Ladenburg Thalmann Asset Management (LTAM), most recently as Vice President, Regional Consultant. While working for LTAM, Shannon served as a subject matter expert and resource to financial advisors, building and implementing customized investment strategies for their clients. During her tenure, Shannon’s efforts contributed to a quadrupling of the firm’s assets under management.

Shannon received a Bachelor of Science in Business Management with a concentration in Accounting from Excelsior College in Albany, New York. She also completed a Certificate in Financial Planning from New York University in New York City. She currently holds the securities licenses Series 7 and 66. She obtained her Certified Financial Planner™ Certification in 2019.

A California native, Shannon spent many of her childhood years in Idaho, before moving to New York City to pursue a career in Finance. Missing the sunshine, she returned to California for good in 2014. She resides in Thousand Oaks with her yellow Labrador, Eleanor. Shannon enjoys being physically active, traveling with those she loves and spending time adventuring outdoors with Eleanor.