Shannon LaRosse is a Wealth Advisor with Informed Family Financial Services in Allentown, Pennsylvania. Her journey in empowering clients towards financial security began in 2013. Her unique background bridges the gap between financial expertise and genuine client connection, leveraging her skills honed in professional counseling. While her practice welcomes all clients, she holds a particular passion for guiding women on their path to financial wellness. This dedication extends to her membership in the Philadelphia Chapter of the Women Leaders Association. Shannon joined Informed Family Financial Services in 2022 and has since obtained her Series 7 and 66 securities licenses.
Beyond the world of finance, Shannon embraces an active lifestyle alongside her family. Their shared love for sports and the outdoors translates into enthusiastic cheers for various soccer teams. Not only does Shannon coach her daughter's team, but she also pushes her own limits by participating in yearly races like Philadelphia's Broad Street 10-miler and the Blue Mountain Spartan Sprint.
Informed Family Financial Services empowers you to achieve financial wellness, both now and for the future. They craft personalized plans using a diverse range of proven financial tools to deliver results that are both effective and competitive, all while maintaining the highest ethical standards and exceptional customer service.
They believe in a holistic approach to financial planning with a proprietary WellSpring FORMula that integrates wealth management, risk and debt management, income and tax planning, and philanthropy. This dynamic framework continuously monitors your life and financial events, adjusting your plan as needed to keep you on track for a confident retirement.
Wealth Advisor
Shannon LaRosse is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Informed Family Financial Services, Inc. is not affiliated with USA Financial Securities Corp.