Shannon Beahan, CFP®, AEP® in

Shannon Beahan, CFP®, AEP®

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Partner | COO | Financial Advisor at Lindsey & Lindsey Wealth Management
📍 Westlake Village, California, United States

Shannon Beahan is a Partner, COO, and Financial Advisor at Lindsey & Lindsey Wealth Management. She is a Certified Financial Planner (CFP®) and an Accredited Estate Planner (AEP®), specializing in creating comprehensive financial strategies for clients. She holds a B. S. from Excelsior University and a certificate from NYU.

Outside of her financial practice, Shannon is a dedicated fitness enthusiast. She holds a certification as a CrossFit Level 1 Trainer, indicating a strong passion for physical wellness, discipline, and coaching others to achieve their fitness goals. This interest highlights her commitment to personal development and a healthy lifestyle.

Unique fact: She is a certified CrossFit Level 1 Trainer.

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Experience
19 Years
Current Role
Partner | COO | Financial Advisor
Job Level
Leadership
Location
Westlake Village, California, United States
Personality Overview

How Shannon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Shannon cares about

Holistic Wealth Management
As a Partner, COO, and Financial Advisor, she focuses on comprehensive financial strategies that encompass all aspects of a client's financial life.
Estate Planning
Her Accredited Estate Planner (AEP®) designation signifies specialized expertise in legacy and estate planning for clients and their families.
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Career

Work history

3-2021
Partner | COO | Financial Advisor
Lindsey & Lindsey Wealth Management
3-2021
Partner | COO | Financial Advisor
Ascent Wealth Management
5-2020 - 2-2021
Financial Consultant I
Fidelity Investments
8-2017 - 5-2020
Vice President, Regional Consultant | Asset Management
Ladenburg Thalmann
9-2015 - 8-2017
Associate Vice President, Regional Consultant | Asset Management
Ladenburg Thalmann
In the press

Media appearances

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Education
Bachelor of Science (B.S.)
Excelsior University
Certificate in Financial Planning
NYU School of Professional Studies
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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