Shirley is a seasoned Relationship Manager with over 15 years of experience delivering tailored support and care to private wealth management clients. Her professional approach is rooted in empathy, compassion, and connection. These skills have served her well in the workplace, her community, and in her role as a mom. She brings a holistic perspective into every relationship she manages, aiming to support the full well-being of the clients she works with. At the heart of everything she does, there is a commitment to living a fulfilling life – creating space for meaningful relationships, enriching activities, and continuous personal growth.
Before joining Beverly Hills Private Wealth, she was a Senior Relationship Manager and Associate Financial Planner at HoyleCohen, LLC. Shirley holds a degree from the University of California, Irvine and obtained her Personal Financial Planning certificate from UCLA Extension. This educational foundation has strengthened her ability to offer thoughtful, strategic financial guidance and to approach client relationships with a well-rounded, informed perspective. Outside of the office, she has a strong passion for overall health and wellness – not just physically, but mentally, spiritually, and emotionally as well. Whether it’s exploring nutrition, mindfulness, or daily movement, she’s committed to living a balanced life and inspiring others to do the same.