Shawn Sousa

Shawn Sousa

Regional Vice President

Serving Riverside County | Financial Planning | Retirement Planning | Tax Planning in Retirement |Investment Diversification | Retirement Risk Mitigation | Financial Planner who specializes in helping folks retire with limited to no taxes in retirement. My family's company has over 40 years of industry experience to draw upon. I have found great success in protecting retirement savings from market volatility, rising tax rates and the risk of of long term care. I enjoy the process of helping families protect their retirement savings and the legacy that they would like to leave to their family.