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Shannen I

Series 63, Series 65

Sonora, CA

Continuum Advisory, LLC

Shannen Ingram is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 credentials and with 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors, Wachovia Bank, and Triad Advisors. Outside of financial advising, she operates a homestead where she raises and sells poultry products and serves as an emergency substitute teacher for local schools. Continuum Advisory provides financial planning, consulting, and portfolio management services to individual and institutional clients. The firm integrates professional expertise across its advisors and utilizes a centralized technology platform for client services.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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