General Info

Shari Bevan has worked in the fields of retirement planning, insurance services, long-term care planning and risk management since 1995. Her experience began while attending law school and working as a retirement planner and insurance services specialist. In addition, Mrs. Bevan has eleven (11) years of experience as a California licensed attorney whose practice was focused on trusts and estates; including estate planning, estate administration, as well as trust and estate litigation. During these eleven years as a practicing attorney, Shari Bevan worked collaboratively with her clients' financial advisors to assist clients with the implementation of financial strategies. Shari Bevan has been a sought-after guest speaker for several professional organizations on the topics of long-term care, tax, and estate planning matters.