Shannon Drobny

Since 2009, Shannon has been passionate about helping individuals and families gain clarity, confidence, and control over their financial lives. She specializes in personalized investment management and holistic financial planning, empowering clients to define their goals and create actionable strategies to reach them.

Shannon spent more than a decade at Union Bank Investments, where she managed a diverse client portfolio and built a reputation for providing thoughtful, tailored advice. Her work ranged from asset management and retirement planning to guiding clients through life’s most pivotal financial decisions. Shannon’s client-first approach and extensive experience in the banking and the investment sectors has equipped her with a comprehensive understanding of financial markets and the strategies make her a partner in building long-term financial stability.

She holds an Associate of Science degree with an emphasis in Science and Mathematics from Palomar College and has earned both the Certified Financial Fiduciary® (CF2®) and Behavioral Financial Advisor™ (BFA™) designations. These certifications reflect her commitment to upholding the highest standards of fiduciary responsibility to her clients and her understanding of how emotions and behavior impact financial decisions.

As a devoted single mother to her daughter, Isabella, Shannon brings a personal understanding of the importance of financial planning for families. Their family wouldn't be complete without Groot, their beloved French Bulldog, who brings laughter and love to their home. Shannon balances her professional life with community involvement, particularly volunteering at Isabella’s school.

When she’s not guiding clients or giving back to her community, Shannon enjoys traveling with Isabella, is an avid baseball fan and, despite a golf handicap of 35, enjoys the challenges, relaxation, and social aspects of the game.

Whether she's creating cherished memories with her daughter or offering thoughtful financial guidance to her clients, Shannon brings passion, empathy, and unwavering dedication to everything she does.