Our Mission, Our Commitment, Our Firm
”Our mission is the same as it was the day we were founded: to assist our clients in every aspect of their financial lives.
Financial Guidance for Business Owners and Executives.
Upgrade your portfolio to business class.
what drives us
Our Core Values
At Overland & Shanahan, we embody a series of core values within our firm. We believe in serving both our clients and our communities through strong personal relationships, honest and open financial advice, and community engagement. Our team supports a number of causes as a whole, and through individual volunteer efforts.
Organizations We Support
We’re more than your financial firm, we’re your neighbors. We believe communities are made stronger through spirited engagement and assistance. Overland & Shanahan is proud to support charitable organizations helping people get the most from life here in San Diego, and beyond.
MEET THE TEAM
As the Director of Client Experience, Rebecca is continuously improving processes and skill sets within the firm from a client-first perspective ensuring all client and prospect interactions are delivered with the highest level of quality and professionalism.