Tag Archives: Shana Won

Shana Won, CFP, to Present at ISSAC’s 5th Symposium

Shana Won, Certified Financial Planner, has been in the business of helping her clients achieve their financial goals for over 20 years. At ISAAC’s 5th Symposium, Shana will be sharing her wisdom and practical tools during our “Healing of Finances” session.

Shana’s workshop will lead attendees through “Decoupling Emotional Ties to Your Money.” She’ll tackle the following questions:

  • How often have you been angry over money?
  • How often have you felt shamed by money?
  • How often have you felt so happy over money?
  • How often do you covet other’s good fortune?
  • Have you ever been paralyzed by fear of not having enough money?

Looking at the ways “money” can elicit many emotions influenced by one’s culture and personal history of own experiences, Shana answers the question of, “how can we avoid having these emotions control your relationship to money?”

In her words, “the challenge we face is redirecting our relationship with money. We want to learn to decouple our emotional attachment to money as an end and learn to value money as a tool to achieve greater value. The art of shepherding our fortune is to create value so that we can be a good steward of our money and our lives.”

At Shana’s workshop, she’ll open her financial tool box and share methods to help manage money effectively and dispassionately. Specific techniques will be offered that can be applied to any financial situation to relieve daily pressures.

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large Portrait-Sept06 resized~001Shana Won is a Certified Financial Planner with Shuster Financial Group. Certified in Retirement Planning by the Wharton School, Shana also holds 2 bachelor’s degrees from UCLA. Actively involved in community and professional organizations, Shana is a member of the Women’s Leadership Council, the Million Dollar Roundtable, the IAFP, and is the Investment Committee Chair for the International Institute of Los Angeles. She sits on ISAAC’s Board of Directors as our Treasurer. For more information, please see shanawon.com.

 ISAAC’s 5th Symposium: Healing of Memories, Healing of Finances will be held on October 5th at Evergreen Baptist Church, San Gabriel Valley.

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Registration Now Available HERE.

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