Shannon Grey
San Diego, CA
Verified Identity
InvestEdge Planning
Years of Experience
23 years
Member Since
2022
Allow Me to Introduce Myself
At InvestEdge Planning, we help mid-life professionals, women, and those who are nearing retirement become retirement-ready and tax savvy. We do all of this with a personalized boutique-style approach that holistically encompasses retirement planning, tax planning, and strategic investment managemen...
Clientele
Real Estate Agents
Retirees
Tech Employees
Corporate Executives
Doctors
High Net Worth Individuals
Women in Tech
Software Engineers
Businesswomen
Nurses
Services Provided
Investment Management
Tax Planning
Retirement Planning
Specialties and Expertise
Tax Minimization Inv...
Retirement Income
College Planning
Portfolio Construction
Debt Management
High Net Worth Planning
Credentials and Designations
Chartered Retirement Planning Counselor®
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Certified Financial Planner™
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Pricing Models
Flat FeeAUM
Previous Work Experience
Charles Schwab
Financial Advisor
1999 - 2019
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: July 31, 2026