Shari Mattingly-Bevan has over thirteen (13) years experience  in the fields of retirement planning, insurance services, long term care planning and risk management. Her experience began while attending law school and working as a retirement planner and insurance services specialist. In addition, Mrs. Mattingly-Bevan has ten (10) years of experience as a California licensed attorney whose practice was focused on trusts and estates; including estate planning, estate administration, as well as trust and estate litigation. During these ten years as a practicing attorney, Shari Mattingly-Bevan worked collaboratively with her clients’ financial advisors to assist clients with implementation of financial strategies. Shari Mattingly-Bevan has been a sought after guest speaker for several professional organizations on the topics of long term care, tax and estate planning matters.

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Shari Mattingly-Bevan

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