Shawn Bragdon

Managing Partner

Phone: 949-769-5787

Shawn has been a fixture for the past 20 years in the insurance industry. He spent 14 years with Lincoln as Regional VP for the Western Region. Shawn has coached financial professionals and clients on retirement planning, business continuation and how best to transfer their wealth. Shawn is a frequent industry speaker on a variety of advanced planning techniques and tax strategies. It’s often said, there isn’t a problem that Shawn can’t figure out a solution by using life insurance.