Invest with Confidence.
Helping you plan a bright future.
Delivering Financial and
Retirement Planning Solutions
to Help You Optimize Wealth, Income, and Tax Savings.
At InvestEdge Planning, we help YOU to become
Retirement Ready, Tax Savvy, and Moneywise.
Our personalized boutique-style approach holistically
encompasses financial, retirement, and forward-looking
tax planning with strategic investment management.
I come alongside you with the goal of helping you optimize
your wealth and income while minimizing your tax bill.
Working together, your service is always crafted and
custom-tailored to address your needs and priorities.
My commitment to you is service excellence, to be
flexible and transparent with no hidden fees or agendas.
Are You Retirement Ready?
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What We Do
Who We Serve
Women & Couples
Who We Are
Shannon Grey, CFP®, CRPC®, MPAS®
CERTIFIED FINANCIAL PLANNER™
FEE-ONLY | FIDUCIARY
InvestEdge Planning is not compensated with sales commissions or bonuses,
and is bound to the fiduciary duty to always act in your best interest.
The custodian for all account funds and assets with InvestEdge Planning is Charles Schwab & Co.
View FINRA's BrokerCheck report: Shannon Grey
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InvestEdge Planning LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, InvestEdge Planning LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
InvestEdge Planning LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall InvestEdge Planning LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if InvestEdge Planning LLC or InvestEdge Planning LLC's authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.