Invest Edge Planning

​Shannon Grey, CFP®, CRPC®, MPAS®
www.investedgeplanning.com
(858) 240-0139

Shannon is based in San Diego, CA and Phoenix, AZ. She serves clients remotely via Zoom or over the phone and will be available to visit Prescott quarterly for in-person meetings. Her approach also integrates forward-looking tax planning with comprehensive financial or retirement planning. She offers one-time planning or ongoing investment management. She works with those who are retired or nearing retirement and also can help families with their financial goals.