OVERLAND & SHANAHAN

Who We Are, What We Stand For

Our Mission

Our mission is to provide complete, effectual and objective financial advice, while assisting our clients in working towards their personal goals and dreams. Since we place our client’s goals, needs and objectives first, every person is sure to have a personal plan which is individually designed to accommodate each client’s situation. Our team members strive to provide our clientele with exceptional service as we proactively- not reactively – manage all client relationships. When working with our clients, we enable them to spend less time on finances and more time creating meaningful experiences throughout their daily lives. In the end, our greatest achievement is helping our clients pursuing their individual goals and dreams.

Our office was established to help individuals and families work towards their financial goals through a wide range of financial services. We do this by offering our clients an unbiased approach to planning and investing. Our independence is demonstrated by the fact that our firm does not develop its own investment products, enabling us to offer truly objective advice tailored to your own needs.

  • Comprehensive Financial/Estate Planning
  • Fee-Based Investment Management
  • College Savings Planning
  • Alternative Investment Products
  • Mutual Funds
  • Individual Stocks

  • Individual Bonds
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Small Business Retirement Plans

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (858)792-7027.

Overland & Shanahan was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and independence for each of our clients.

MEET THE TEAM

John P. Overland, CLU, ChFC

Founding Partner

The Founding Partner of Overland & Shanahan, John has been helping individuals and businesses with financial planning since 1962.

Michael D. Shanahan, CFP®

Managing Partner

With over 15 years serving clients as a financial planner, Michael has received numerous awards and recognition.

Andrew J. Zimmer, CIMA®

Wealth Advisor

With a background in trading as well as financial advisory services, Andrew brings a wealth of knowledge and a passion for building relationships with clients and helping them reach their goals.

Kevin D. Christensen, CFP®, AIF®

Wealth Advisor

Kevin is a dedicated wealth advisor, who is deeply devoted to both the success of clients and to the community.

Gay M. Reeves, RICP®

Wealth Advisor

Gay Reeves, a San Diego native and third generation financial advisor, has been in the financial services industry for over 30 years.

Cynthia Coleman

Office Manager

Cynthia Coleman serves as our office manager and client service specialist. She specializes in operational responsibilities and ensures that new and existing clients receive outstanding signature service.