Shane Lunneborg, CFP®’s Post

I had a great time connecting with Schwab’s amazing Senior Financial Consultants to discuss business updates and exchange best practices at our annual Top Guns event. The proximity of our San Diego branches provided an amazing opportunity to experience this year’s virtual update in person, with some of the best SoCal has to offer. Relationships are vital, and I’m confident that our firm and clients are in excellent hands with these remarkable leaders at the forefront! #SchwabLife #Collaboration #SanDiego #WealthManagement #SchwabTorreyPines TIM THOMAS Steve Montgomery Edwin Espinal, CFP® Lesandro Mena Mark Huhn, CFP® Derek Wilhelm Nicholas DeNucci, CFP® Aaron Bray, CFP® Andrea Ruiz, CWS® Derek Anthony Chad Shultz, CWS®

A chance to lead with one of the best leaders and mentors I’ve ever met, and a team that gets it done while having fun!

Cause who doesn't love, love?! Incredible team gathering for #SchwabRanchoBernardo and #SchwabTorreyPines as we celebrated the upcoming nuptials of Financial Consultant Sean Huelskamp and his bride to be, Taylor! Special thanks to our partners Brad Owen and team (Sean, Brett, Molly), Jennifer Juarez-Mendez, and Jon Guillen, MBA for organizing. #DreamTeam #SchwabLife Kaseem Wisdom Dominic SandsDarryl SloanDerek WilhelmNathan FoglemanSaul Serano Aysha H. S. Brian SwardHunter Trusty Chad Shultz, CWS®

Happy 4th of July week everyone! Land of the free, because of the brave.

‼️Massive opportunity alert‼️ In search of an advisor committed to improving our clients financial well being, strong EQ, and proficinct application of the wealth management issues applicable to HNW and UHNW investors. #SchwabRanchoBernardo #SchwabTorreyPines #SanDiego #WealthManagement #FinancialPlanning

Had a blast celebrating our new team members, newlyweds, new parents, and founders award winners as a team last night! A blessing to be surrounded by such an incredible team and their families. Kudos to Jon Guillen, MBA, for coordinating it all. #SchwabRanchoBernardo #SchwabTorreyPines #SchwabLife #LivingIt #SanDiego #Celebration Kaseem Wisdom Kelsey Petersen, CFP® William Wild Tayvin Donaldson Aysha H. S.

#SchwabTorreyPines kicking off #CincoDeShreddo shred events a little early! Stop by til 2:00 today to shred your important documents. While you’re in, stop to watch Chuck Schwab’s Documentary playing in the lobby! If you miss us, we will be shredding through the next couple of weeks at some of our other offices. Ask me or your local office to find the next one! #SchwabLife #LivingIt #ShredEvent #SanDiego #DelMar Sean Huelskamp Nathan Fogleman Lynn Wight AAMS® Derek Anthony Jon Guillen, MBA #REDFridays

Our local #SchwabRanchoBernardo office and partners enjoyed getting out this weekend to support local community initiatives. Namely, the 2024 Swing for a Cure event. The rain parted just enough we were able to stay dry, mostly, until the finishing hole! #SchwabLife Jeff Nelson, MBA, CFP®, CWS®Alberto Gallegos, CFP®

If you’re still seeking the answers you want, it may be time to start asking different questions. #motivationmonday #mondaymotivation

Mind the gap - on a family road trip I had a chance to listen in on the audiobook my wife is listening to, 10x is easier than 2x. The chapter I heard was in respect to “The Gap” mindset and measuring what you could’ve achieved vs celebrating the success of what you did achieve. Unfortunately, this is a pitfall met by many high achievers. Reset and refocus this week on the incredible milestones and achievements you have attained, celebrate the wins and give #goodvibes this #mondaymotivation