Simple Impact LLC in Calabasas, California was founded in 2014 by veteran Wealth Advisor Shannon M. Sutherland, to offer you holistic planning services and investment model strategies that align with your values and long term goals.
We are a branch office backed by the nation’s largest privately held broker/dealer, Commonwealth Financial Network®, founded in 1979. With more than 1,710 producing advisors and a home office support staff of a little more than 800, Commonwealth advisors' combined account assets are approximately $100 billion with $1 billion in revenues in 2015. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,528 Los Angeles area wealth managers were considered for the award; 154 (4 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.