Bronwyn Shone, MFA, CFP®

California State Icon Lafayette, California
Vice President
CERTIFIED FINANCIAL PLANNER™
Person Icon

About Bronwyn

Bronwyn Shone, MFA, CFP® is a Vice President with EP Wealth Advisors. Prior to joining EP Wealth Advisors, she was a Senior Wealth Advisor at BlueSky Wealth Advisors and an Advisor at Pleasanton Financial Advisors.

Bronwyn holds an MFA degree from Colorado State University and a BA from the University of Arizona. She received her CFP® certification from the American College and is currently working on becoming an Enrolled Agent, which will allow her to represent a client before the IRS. Prior to her career in financial services, she worked in book publishing and web content management. She taught English at the college level and English as a second language in Japan, where she lived for a year.

Her career in wealth management was inspired by a brief stint at a dot com in 2000. Suddenly flush with stock options and a comfortable salary, she read countless magazines and financial planning books to help her secure her own financial footing. When the dot com boom went bust, she experienced firsthand how quickly fortunes can change and was grateful that she had bult a comfortable emergency fund as it allowed her time to explore her next career move. Curious as to whether her new passion for financial planning could benefit others, she enrolled in her first CFP survey course to test the waters and has never looked back.

Now, nearly twenty years later, she continues to learn and grow and has dedicated her career to mastering the art and science of wealth management. Her diverse and unconventional background makes her relatable, and her experience as a writer, editor and teacher give her a special gift when demystifying complex financial concepts into achievable steps that her clients can follow.

Bronwyn is member of the Financial Planning Association (FPA)and National Association of Personal Financial Advisors (NAPFA). She has been quoted in numerous publications including Bloomberg BusinessWeek, and the Wall Street Journal.

Bronwyn lives in Lafayette with her husband and two young daughters and in her (rare) free time she enjoys cooking and hiking. A lifelong learner, she can often be found reading or listening to podcasts about a wide array of interesting subjects.

Certificate Icon

Education

MFA degree from Colorado State University, BA from the University of Arizona

How can Bronwyn help?

86818a58-a81d-4af9-8391-38a9f3360164

Office Building Icon
Bronwyn works in our Lafayette office in California, see their office information here.
Lafayette Office