Annie Shanks
Wealth Consultant
805-541-6500
Annie Shanks is a seasoned financial advisor who has been dedicated to helping clients achieve their financial goals since 1989. With decades of experience, she brings a thoughtful, personalized approach to financial planning, building long-lasting relationships grounded in trust and integrity.
Based on California’s beautiful Central Coast, Annie balances her professional life with a rich array of personal interests. She enjoys spending time on the golf course, baking fresh bread, and exploring new recipes in the kitchen. A lover of fine food and wine, she takes pleasure in discovering and sharing a variety of wines with friends and family.
Annie has been happily married for 10 years and is deeply committed to her community. She is a past Rotary Daybreak Club president and a proud Paul Harris Fellow. Through her work and personal life, Annie exemplifies a passion for connection, community, and helping others thrive.
