schan@peak360wealth.com

Home
About Us
- Our Firm
- Our Team
Our Services
Resource Center
Tools
- Glossary
- Tax Resources
FAQ
Appointment
Contact

Shawna Humbert

Shawna Humbert

Executive Assistant + Securities Processing

925-271-4920

925-848-3810

shumbert@peak360wealth.com

Contact

Office: (925) 271-5347

Fax: 925-848-3810

2404 San Ramon Valley Boulevard

Suite 200

San Ramon, CA 94583

Securities Series 7, 63, 66, 26, Life, Health, Long Term Care Insurance License

schan@peak360wealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Links to Client Relationship Summary (Form CRS) Lion Street Advisors Lion Street Financial LSA & LSF.

Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.