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portrait of Shane W McCoy
FINANCIAL ADVISOR

Shane W McCoy

CIMA®, CRPC™
32326 Clinton Keith Rd, Ste H-206, Wildomar, CA 92595opens in a new window
CallSend Me a Message

About Shane

I have always been service oriented and have always strived to do more for others than myself. I enlisted in the United States Marine Corps after high school and served in the Infantry for 10 years. I went on to continue to serve our country and community as a uniformed police officer for 13 years. I have always had an interest in the financial services industry and when the time was right, I entered graduate school at the University of Redlands and earned an MBA with a concentration in finance.

I enjoy working with all types of clientele; young professionals just...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CIMA®

    Certified Investment Management Analyst®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Redlands-RedlandsMasters

Team Members

  • Karen Cornell
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(951) 461-1769

Fax

(888) 437-0342

Office Address

32326 Clinton Keith Rd
Ste H-206
Wildomar, CA 92595opens in a new window

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