Associate Financial Planner
Shelby has recently stepped into the role of Associate Financial Planner after supporting Mosaic’s Client Services department. From her first day at Mosaic in any capacity, Shelby became an integral part of the team, taking the lead on several projects and making everyone smile with her dry wit and love of Great Danes (her family has five, and Shelby primarily spends her weekends frolicking with them). Along with her new role, Shelby will be transferring her base of operation from our San Francisco office to our East Bay office, and her engaging personality will be most welcome in Walnut Creek. Prior to joining Mosaic, Shelby worked in client services at another financial planning firm and spent some time in administration at a private equity firm in San Francisco.
Shelby graduated summa cum laude from California State University, East Bay in 2014 with a B.S. in Psychology. She completed the College for Financial Planning’s Foundations in Financial Planning coursework and became a Financial Paraplanner Qualified Professional™ in 2016.
Most recently, Shelby has begun coursework to prepare for the Certified Financial Planner© exam. Shelby is excited to be able to work more closely with clients, to begin helping them plan for and realize their life goals.
Pictures of Great Danes available by request.
June 2016 – Present
July 2014 – November 2015