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Shayna Forbes Felix, Private Wealth Advisor serving the Pleasanton, CA area - Ameriprise Advisors

Shayna Forbes Felix

CFP®, CFS®, APMA

Private Wealth Advisor

Business Financial Advisor
BFL Wealth Partners
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business
  • Insurance
  • Retirement Plan Distribution
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™
  • Business Financial Advisor
  • Series 7
  • Series 66
  • Life, Accident, and Health Insurance

Education

  • Middlebury College, B.A. Economics 2003
  • London School of Economics and Political Science, Year Abroad 2002

Community participation

  • Active Member of the Junior League of San Francisco
  • Woodfords Family Services Former Board Member
  • 2010 President Award Recipient for Junior League of Portland

Interests

  • I live in Danville with my husband Jeff, son Keenan and daughter Leia.
  • I love to travel and go wine tasting.
  • I am originally from California, but spent 11 years living on the East Coast.