Shana is a Certified Financial Planner Professional at GoldBook Financial. She works with successful, motivated individuals and families, including professionals and business owners, to help create organized security in their lives by making sure their financial world aligns with their goals.   She takes the time to fully understand her clients and uses honest, straightforward explanations to help them put what they’ve worked hard for to work for them.   With twenty-four years of experience, she has the skills and knowledge required to help meet her client’s established goals. Shana’s personal goal is to become a lifetime resource for every client.

Shana received a bachelor’s degree at the University of Michigan in 1992 and holds the designations of Chartered Financial Consultant^® and Chartered Advisor in Senior Living^® and is a Certified Financial Planner^® Professional.  She holds FINRA Series 7, 63, and 65 Registrations and is Life, Accident, and Health licensed in Arizona.

Shana has lived in Phoenix for twenty-four years with her husband and three children.  When away from work, Shana enjoys running, reading, hiking, and spending time with family and friends..

 CRN202407-459938