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Lan Shaw

Phone 510-358-8668
Fax 888.919.8819

Lan Shaw
Vision Financial Planning
2150 Shattuck Ave.
Suite 135
Berkeley, CA 94704

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Lan Shaw

Vision Financial Planning
Chapter: Better Referral Network

Financial, Financial Advisor

My BusinessAfter nearly 10 years at Edward Jones, I recently launched my own independent financial advising company, Vision Financial Planning. I am passionate about helping individuals, couples, independent women, and families pursue their dreams and make meaningful financial decisions that are true to their values. I believe it’s important to invest my time to understand what you are working toward before I manage your money. I guide my clients toward financial independence with my personalized approach to wealth planning, accumulation, preservation, and distribution. Working closely with you and your CPA, attorney and other professionals, I take a holistic approach to develop and implement thorough, thoughtful, and practical financial strategies that best meet your needs and goals. I also help entrepreneurs develop business retirement plans, buy/sell agreement, liquidity strategies and succession planning.