CERTIFIED FINANCIAL PLANNER™ (CFP®)
University of Missouri-Columbia, B.A. Psychology
Shana Lesch is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association with more than a decade of experience in the financial services industry. In 2018 she joined Personal Financial Consultants, Inc., which became part of EP Wealth Advisors in 2019. Previously, Shana served as a Client Associate in San Francisco for two large corporate banks. A native of the Midwest who moved to the Bay Area in 1998, Shana has a passion for yoga and holds a Vinyasa yoga teaching certificate. She sees the balance involved in a daily yoga practice as analogous to the balance required in financial planning to address risk and reward, present spending versus future saving, and competing goals such as funding college while preparing for retirement. In addition to yoga, Shana enjoys being in nature, spending time with friends, attending live performances, exploring hot springs and traveling. Her green thumb helps maintain a small collection of houseplants and a cactus named Bob who is over 15 years old and blooms every spring.