Shari Mattingly-Bevan has over thirteen (13) years experience in the fields of retirement planning, insurance services, long term care planning and risk management. Her experience began while attending law school and working as a retirement planner and insurance services specialist. In addition, Mrs. Mattingly-Bevan has ten (10) years of experience as a California licensed attorney whose practice was focused on trusts and estates; including estate planning, estate administration, as well as trust and estate litigation. During these ten years as a practicing attorney, Shari Mattingly-Bevan worked collaboratively with her clients’ financial advisors to assist clients with implementation of financial strategies. Shari Mattingly-Bevan has been a sought after guest speaker for several professional organizations on the topics of long term care, tax and estate planning matters.
Mrs. Bevan's background of working in both capacities,
legal and financial, has culminated in her becoming
a leading resource in these areas of expertise.
This breadth of education
and experience has enabled Shari Mattingly-Bevan
to holistically assist her clients. This ensures
that clients are anticipating and planning for all
facets, as well as phases of retirement, tax elimination
or minimization, risk management and wealth transfers
Shari has adeptly assisted hundreds of clients with integrity over the years and finds the most rewarding component of her profession is to serve her clients well.