Shishir "Shawn" Shastry

    Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning

    Languages: English

    We believe in the power of lasting relationships We believe in the value of strong relationships. That’s why we deliver personal care, attention and informed relevant solutions.

    We are passionately committed to understanding your unique needs and helping you unlock life’s possibilities, so you can accomplish the objectives that are important to you. 
    Products & Services I can offer you access to tools for individuals and businesses to help you take control of your financial future. 

    For Businesses

    • Employee Benefits

    • Group Life Insurance Needs

    • Executive Fringe Benefits

    • Key Person Insurance

    • Buy-Sell Strategies

    • Business Overhead Expense Insurance

    For Individuals

    • Life & Disability Income Insurance

    • Long Term Care Insurance

    • Retirement Products

    • Estate Analysis

    • Analysis for Savings and Income

    • Tax Reduction Strategies

    Committed to our clients and community

    We are deeply connected to southern California and its surrounding communities, providing financial solutions to a wide range of clients. We actively support many civic organizations and charities and are dedicated in helping individuals, families and businesses plan for a financial future, so they can fully realize all life’s possibilities.


    Educated in India
    He holds an MBA (Marketing & Human Resources Management)
    Bachelors in Science (Life Sciences)
    Completed Financial Licensing education in the US through Kaplan University


    Avid Reader
    Enjoys Music
    Cooking Exotic Dishes

    Affiliations & Memberships

    Rregistered with FINRA and currently holds FINRA licenses such as: SIE
    Series 6
    Series 63
    Series 65
    On the Insurance side, he is licensed to transact in Life insurance
    Accident & Health
    Long Term care & Disability
    Variable Contracts
    He is also licensed in all the lines of Property & Casualty insurance

    Community Involvement

    As a part of a charity SEWA International, Shishir works with the communities on various social issues like disaster support and family services. He is involved with the leading Temples within Southern California.

    See Shishir’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Shishir

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    Signature Resources

    Satellite Office

    19900 MacArthur Blvd, Suite 900
    Irvine, CA 92606