Bronwyn Shone, MFA, CFP®, EA
Walnut Creek, California
As a Vice President with EP Wealth Advisors, Bronwyn 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 gives her a special gift when demystifying complex financial concepts into achievable steps that her clients can follow.
Prior to joining EP Wealth Advisors, Bronwyn was a Senior Wealth Advisor at BlueSky Wealth Advisors and an Advisor at Pleasanton Financial Advisors. 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.
Bronwyn is a 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 holds an MFA degree from Colorado State University and a B.A. from the University of Arizona. She received her CFP® certification from the American College and is also an Enrolled Agent, which allows her to represent a client before the IRS.
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 often can be found reading or listening to podcasts about a wide array of interesting subjects.
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