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
I offer practical financial guidance to help you make better decisions for long-term stability and growth. Whether you’re planning investments, budgeting, or forecasting, I focus on giving you insights that are clear, actionable, and aligned with your goals.
02.
Wealth Planning & Strategy
We provide stress-free tax planning and filing to ensure you stay compliant and make the most of every benefit available to you. Whether it’s personal or business taxes, I simplify the process and guide you through every step with clarity.
03.
Insurance & Risk Planning
We help you maintain clear, accurate, and organized financial records so you always know where your business stands. From managing daily bookkeeping to preparing detailed reports, I make sure your accounts stay updated and easy to understand.
04.
Retirement Plan Advisory
We provide stress-free tax planning and filing to ensure you stay compliant and make the most of every benefit available to you. Whether it’s personal or business taxes, we simplify the process and guide you through every step with clarity.
05.
Business Owner Advisory
We help you maintain clear, accurate, and organized financial records so you always know where your business stands. From managing daily bookkeeping to preparing detailed reports, we make sure your accounts stay updated and easy to understand.
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, Shane 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
