Shirley has been in the wealth management business for over 26 years, advising families, business owners, endowments and foundations for her entire career. She has developed long term relationships with clients that require institutional level expertise with an in-depth understanding and focus on the tax, wealth transfer and risk management issues faced by private individuals and closely held businesses. Shirley and her team of specialists provide expertise in the areas of tax-aware investment management, cash management solutions, liability management, retirement planning, estate planning, private banking, philanthropic consulting and insurance solutions for risk management and wealth transfer strategies. \r\nIn both 2007 and 2008, Shirley was named one of the top 30 financial advisors in Orange County, California, as published by the Orange County Business Journal. Shirley earned the Certified Private Wealth Advisor designation in 2010, after successfully completing the rigorous CPWA program authorized by IMCA at the University of Chicago. Shirley served on the Merrill Lynch Advisory Council to Management from 2008-2010 and was selected to be the founding CEO of the Southern California Women’s Exchange.\r\nShirley is a board member of the Orange County United Way and she is a founding member and past chair of the United Way Women’s Philanthropy fund. Shirley serves as an advisory board member of the Pediatric Cancer Research Foundation and resides in Corona del Mar, California with her family, husband Steve and two sons, Marshall and Reed.\r\n
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