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Shane Boehm

Shane Boehm

Financial Advisor, Investment Services Director

Shane brings with him many years of investment experience and success. His approach to investment consulting may seem old-fashioned, but it is more relevant today than ever:

"I make my client’s needs and goals my top priority. I am committed to staying on top of the latest investment alternatives so my clients are informed of their best options. I will at all times offer easy-to-comprehend advice, because I believe financial planning is a team effort that requires both parties to understand all the opportunities.”

Shane is a graduate of the University of Southern California with a Bachelor of Arts Degree. He has been a top producer working the past ten years in bank investment programs across the Pacific Northwest. His extensive investment knowledge and passion for serving people distinguishes the relationships he builds with clients. He currently holds FINRA series 7, 63 and 66 registrations in addition to life/health insurance licenses in Washington, Oregon and Idaho.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered Address: 601 Union Street, Suite 2000, Seattle, WA 98101

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Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.

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