Meet Our Team

Shelby Stahr is a client services associate at Mosaic Financial Partners in San Francisco, California.

Shelby joined Mosaic’s Client Services department having previously worked in administration at a private equity firm in San Francisco; prior to that she worked in client services at another financial planning firm in the East Bay.  Shelby graduated summa cum laude from California State University, East Bay where she received her Bachelor of Science in Industrial/Organizational Psychology. Shelby earned the Registered Paraplanner® distinction in November, 2016.

In her spare time, Shelby enjoys reading and spending time with family, friends, and her four Great Danes.

Biography

Client Services Associate
Mosaic Financial Partners

June 2016 – Present 

 

Administrative Assistant
Vista Equity Partners
November 2015 – May 2016

Executive Assistant
Mosher & Ellis Financial Planning

July 2014 – November 2015