Shane Moncada

Partner
520-512-5937

Shane Moncada is a Partner in the Tucson office of Signature Wealth Concepts, a wealth management and financial planning firm. Shane began his career in the Financial Services Industry in 1992. He joined the firm after graduating from The University of Arizona Eller College of Business Management and developed a practice centered around supplemental retirement income and estate planning strategies. Today, he partners with financial advisors in Signature Wealth Concepts to provide retirement income, wealth management, and estate planning strategies. 

Shane’s experiences and philosophy has always been to put his client’s best interest first.  Personalized goal based financial guidance to help navigate today, while still staying on track for the long-term financial goals of tomorrow.  Our firm has access to investment and insurance products from numerous firms. This allows our firm to bring the best available products based upon our client’s needs. Shane has been recognized as a Centurion Producer, and a Million Dollar Roundtable qualifying member.

Shane is an Arizona native, born in Phoenix. He is known to make friends while playing golf, tennis, and more recently pickleball. In the winter you can find him skiing, and in the summer, he might head over to California to catch some waves.  What's most important to him is spending time with his two boys and watching them grow up.

 

To schedule a meeting with Shane Moncada call Ph. 520-512-5937 or our front desk at Ph. 520-891-8585.

 

Shane Moncada was featured in the Phoenix Business Journal. Click here to view article.

  
 
 
 

 

CA Insurance Lic. #0C51652