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Shannon Lynch, CFP®

Shannon Lynch is a Senior Financial Advisor at Personal Capital, where she provides holistic financial planning services for individuals and families. Prior to joining Personal Capital, she was a Registered Client Service Associate at UBS Financial Services in both Seattle and San Francisco and worked with a number of different advisors and teams, including the San Francisco Equity Compensation Group. She received her bachelor’s degree from University of Washington with a double major in Economics and Political Science. Shannon is a CFP® professional.

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