Shannon  Clancy

Shannon Clancy

Financial Assistant

Shannon Clancy joined the Plan to Prosper team in 2020. As Financial Assistant, Shannon’s role is often the first point of contact in client relations, including scheduling client meetings and managing ongoing connections with the clients that Jane, Sheila, and Kelly advise. Shannon helps organize and execute client events and assists in onboarding new clients into the practice. With a background in healthcare consulting and non-profit membership coordination, Shannon has had years of experience in fostering meaningful client/member connections and maintaining robust CRM databases.

Born to a Navy family, Shannon was raised in Coronado and is and an alumna of Coronado High School and Coronado School of the Arts. She holds a Bachelor of Arts degree from Hampshire College (Amherst, MA) and is currently pursuing her FINRA Series 7 securities registration. Shannon lives in Escondido and enjoys gardening, a plant-based lifestyle, and supporting the arts.