Shannon K. Sapp | VP - Financial Consultant
Shannon K. Sapp
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

25 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 1995-present
  • Financial Planning/Sales Assistant, American Express Financial Advisors, 1995

Education

  • BA, Business Administration, Point Loma Nazarene University, San Diego, CA

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

(0216-CMZL)

Branch Details
1890 N. Campus Avenue,
Upland,CA 91784-1650
909-921-0770