Shannon Sutherland is a dynamic Wealth Advisor and CEO at Simple Impact LLC, a certified woman-owned small business enterprise that has made significant strides in the financial services industry. With a strong commitment to supporting California's #SB826 initiative, Shannon champions the importance of women and...
Shannon Sutherland is a dynamic Wealth Advisor and CEO at Simple Impact LLC, a certified woman-owned small business enterprise that has made significant strides in the financial services industry. With a strong commitment to supporting California's #SB826 initiative, Shannon champions the importance of women and diversity on boards of publicly traded companies, reflecting her belief that diverse perspectives drive better decision-making and innovation in the financial sector.
At Simple Impact LLC, Shannon leads a team dedicated to providing holistic financial advice tailored to the unique needs of individuals and businesses. Her expertise encompasses a wide range of financial services, including retirement planning, portfolio management, and asset management. By leveraging cutting-edge technology and streamlined processes, Shannon ensures that her clients receive unbiased recommendations that empower them to grow their wealth and secure their financial futures.
Key projects under her leadership include the development of comprehensive retirement tools and investment accounts, such as IRAs, Trusts, and 401(k) plans, designed to meet the diverse needs of her clientele. Shannon's approach is not just about managing assets; it's about fostering long-term relationships built on trust and understanding. She listens intently to her clients, helping them navigate transitions in their financial lives with confidence and clarity.
With a focus on social security strategies and investment management, Shannon Sutherland is not only a skilled financial planner but also a passionate advocate for her community, ensuring that her clients are equipped with the knowledge and resources they need to thrive in an ever-changing economic landscape.
