Shane J Kochon
4365 EXECUTIVE DR. Suite 650
SAN DIEGO, CA 92121
4365 EXECUTIVE DR.
Suite 650SAN DIEGO,
Directions to BranchPhone:
Shane Kochon CRPC® CSNAFinancial AdvisorMerrill Lynch Wealth ManagementShane has more than 6 years of experience providing financial and wealth management advice and services. Shane joined Merrill Lynch as a financial advisor in 2011, coming from LPL Financial where he worked as a retirement and investment consultant for many years.Shane passionately serves individuals, families, and successful business owners seeking professional financial and investment advice, as well as professional asset management to help them create, grow, and protect their wealth. The heart and soul of Shane's practice is to offer a service that strives to make a positive difference in people's lives and aims to help them achieve the greatest possible "Return on Life."Shane is member of the Merrill Lynch Christian Advisors Network and he assists clients and organizations who wish to have their moral and faith beliefs reflected in their investment and planning.Having earned the designation of a Chartered Retirement Planning CounselorSM, along with his background and experience in the brokerage industry, Shane is qualified to assist clients in defining financial goals, solving problems, and pursuing a thorough strategic financial and investment plan.Shane has three main passions amongst the many services that he provides to his clients. One passion consists of retirement planning for individuals and businesses. Another passion involves financial advice and planning specifically for professional athletes and other high-net-worth individuals. On top of that, he took on a new passion which stemmed from his own personal family experiences and the continued desire to enhance his knowledge and services. Shane has earned the Certified Special Needs Advisor (CSNA) designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam used to equip him with the knowledge and tools to assist families faced with caring for members with special needs.
Shane is focused on building long-term relationships on the foundation of accountability and trust. Knowing that each client measures success differently, he helps develop customized financial solutions to meet their specific needs. He does this through a strategic "Create, Grow, and Protect" approach embedded in his philosophy called the L.I.F.E. Process.Philosophy: What is the purpose of your money? For it is not money and wealth that defines who you are, but rather what you do with it. Shane strives to help clients make the right decisions for their investment and financial future through education, communication, and a service model which makes every effort to try and exceed their expectations. His investment philosophy incorporates what the industry calls post-modern portfolio theory. He expresses the importance of thinking "outside the box," which can add significant value to your portfolio. He also embraces creative and more intelligent thinking when it comes to thinking "inside the box." Shane believes his investment wiring and focus on the L.I.F.E. Process is designed to help establish a foundation for success and help clients to achieve their purpose in life. The L.I.F.E. Process: Learn what clients value the most and understand the purpose of their money Invest with a focus on risk management and diversification Follow and track progress, then thoughtfully make necessary modifications Enjoy the achievements of meaningful goalsMission Statement: Shane's business model is driven by the commitment to provide the best client experience possible and his desire to set a new standard for financial advisory practices in the industry. He wants to be trusted by his clients for his professional knowledge, integrity, and personalized service. With the support of Merrill Lynch, his ambition to stay up on current market trends and innovative investment strategies, as well as the desire to enhance his knowledge through continuing education, Shane continuously strives to maintain superior service and value to his clients. Shane graduated from Point Loma Nazarene University in San Diego, where he received a B.A. in Business Administration and was a pitcher for the PLNU baseball team. Shane is an active member of the San Diego Adult Baseball League and Scripps Ranch Little League communities, as well as involved in his local church. Shane and his wife, Robyn, live in San Diego. They have a beautiful daughter named Lauren.To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the
Shane Kochon is registered to do business in:AZ, CA, NJ, NV, NY, OK
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