John Shannahan CFP

John Shannahan CFP


John is a Certified Financial Planner and a licensed life, disability and Long Term Care insurance agent with authorization for variable products.  He holds a FINRA Series 7 (General Securities Representative) and is a Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC, providing financial planning, investment advice and brokerage services.

John specializes in working with affluent investors providing professional guidance in the critical areas of Financial Planning and Investment Management.  He utilizes a disciplined process that identifies your unique needs and challenges then creates and implements a personalized plan to meet them.  “Clarity of Purpose and a Commitment to Action” are what he strives to attain for you and your family.

John has been working in the financial services industry since 1970.  He began his financial planning practice in January 1987, and is a managing partner with FMS Financial Partners, Inc. with offices in La Quinta* and Encino, California.  John lives in La Quinta, California with his wife Jeane.


*John's Registered Branch location.

Phone 760.777.4601
Fax 818.609.0185