Rosalynd Shaw

Background

About Rosalynd Shaw

I am dedicated to empowering individuals by providing expert advice, tailored strategies, and a holistic approach that enables them to transcend challenges and achieve their financial aspirations. My goal is to lead my clients towards a life of abundance, security, and true prosperity.I have gained vast experience in retirement planning, risk management, employee benefits and other areas of financial planning. Key focus on understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy. I am passionate about philanthropy and committed to community service by serving in different leadership roles with non-profit organizations. My primary focus is on helping and empowering women by providing improved financial literacy and education. When I am not helping my clients achieve their financial goals, you can find me enjoying the outdoors with my husband and two sons or watching them play baseball, football & hockey. Series 6 & 63 licensed with over 20 years of experience in multiple financial sectors including banking and insurance. I earned my Bachelor of Business Administration (B. focused in Economics from California State University-Fullerton).Please feel free to email or call me to set-up a 15min introductory call. rosalynd.shaw@nm.com 714-926-2435‍ rosalyndshaw.nm.com