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.
What can we help you achieve?
Financial Planning & Management | Investments | Insurance | Group Retirement Plans
- 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
Dedicated to Client Success
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.
Education is Key
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.
Together We Build Dreams
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.