SHANE FOLEY
Practical Financial Advice You Can Count On
Simplify complexity. We will help you to align your investments, planning, and decisions into one clear financial strategy.
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Trusted
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Experienced
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Professional
SERVICES
What We Do
We offer comprehensive accounting and tax services designed to keep your finances accurate and stress-free.
01.
Investment Management
We build and manage portfolios tailored to your unique financial picture, balancing growth, income, and risk in a way that aligns with where you are today and where you are headed. Every allocation decision is strategic, not reactive.
02.
Wealth Planning & Strategy
We serve as your financial quarterback, coordinating investments, taxes, business interests, and estate considerations into one unified strategy. The goal is clarity, efficiency, and a plan that evolves as your life does.
03.
Insurance & Risk Planning
We treat insurance as a sophisticated financial tool, not a product to be sold. From income protection and estate liquidity to business continuity, we build risk strategies that preserve what you have worked hard to build.
04.
Retirement Plan Advisory
We provide institutional level retirement plan advisory for companies and their employees, covering 401(k) and pension plan oversight, fiduciary governance, and investment management designed to improve participant outcomes at every stage.
05.
Business Owner Advisory
We help business owners bridge the gap between enterprise value and personal wealth. From retirement plan design and exit planning to succession strategy and buy sell funding, we protect what you have built and help you decide what comes next.
WHY CLIENTS TRUST US
A More Strategic Approach to Wealth
We coordinate every aspect of your financial life so you can make confident decisions, simplify complexity, and focus on what matters most.
Strategic Guidance
We act as your financial quarterback, aligning investments, tax strategy, and long-term planning into one cohesive approach.
Clarity & Transparency
You always understand where you stand, what you own, and why decisions are being made.
Relationship-Driven
We work with a limited number of clients to provide thoughtful, long-term guidance tailored to your goals.
Shane Foley
Finding your footing at the top isn’t luck, Shane Foley has lived it. Once leading USC’s offense, he traded plays for planning, carrying hard-won insight into finance. Pressure doesn’t vanish; it shifts form. What stayed? The quiet power of routine, clear choices when seconds count, staying locked in. Clients now benefit from that same mindset, shaped by years where outcome hinged on readiness. Success still feels familiar, just measured differently today.
Most days, he sits across from people running companies or raising kids. These clients crave clarity, not jargon; they need a steady hand that sees around corners.
Purpose drives Shane, much like those early mornings before practice when moves were already mapped out. Each plan takes shape slowly, built piece by piece like fourth-quarter comebacks with room to adapt, but never without direction.
Out here among advisors, few bring both hands-on know-how and true care for where your money’s headed, Shane does. What sets him apart isn’t just skill, it’s follow-through shaped by years of doing the work. His approach sticks close to what actually moves outcomes, because guesswork never built lasting results. When trust matters most, his record speaks clearer than promises ever could.
25+
Year of Experience
140+
Happy Customers
TESTIMONIALS
What Our Clients Say?
Working with Shane made managing my accounts so much easier. He’s detail-oriented, patient, and always reliable.
Amanda Lee CEO & Founder CrixCaptstone Pasadena tax guidance was clear and stress-free. I finally understood everything without feeling overwhelmed.
Timothy Stevens CEO at DynamicShane’s advice helped me make better financial decisions for my business. He’s professional, prompt, and truly supportive.
Catherine Gilbert Director at Initech
