Integrated advice for business, family, and future
A strategic approach to your financial future.
Coordinate investments, retirement income, protection, and business planning through one experienced advisor.
Start with the decision in front of you. We will help you understand how it affects the whole plan.
A disciplined, coordinated approach
Make every financial decision support the bigger picture.
Every recommendation is evaluated within the context of your complete financial picture—integrating investment advisory, retirement planning, insurance strategies, and lending expertise to help you make informed, coordinated decisions.
15+ Years of Investment & Retirement Planning Experience
MBA, USC Marshall School of Business
Former Analyst at PIMCO & Wells Fargo Asset Management
Our services
One advisory relationship. Eight connected capabilities.
Investment Advisory
Fee-based guidance, portfolio reviews, asset allocation strategies, and a clear second opinion.
Retirement Income Planning
Coordinate Social Security, sustainable withdrawals, tax-aware distributions, and longevity risk.
Fixed Indexed Annuities
Explore principal protection, tax-deferred growth, and lifetime-income options with clear tradeoffs.
Life Insurance
Term life, indexed universal life, estate-planning strategies, and large-policy premium financing.
Long-Term Care
Plan for nursing, assisted-living, and in-home care while protecting family assets.
Disability Insurance
Individual, supplemental, and own-occupation coverage for professionals and business owners.
Real Estate Financial Strategies
Life- and disability-funded buy-sell agreements with entity or cross-purchase structures.
412(e)(3) Pension Plans
Evaluate fully insured defined-benefit plans for established businesses seeking higher contribution limits.
The SoCal Advisory commitment
Advice should be responsive, accountable, and connected.
You should know who is responsible for your plan, why a recommendation is being made, and how it connects to the rest of your financial life.
Direct Access to Your Advisor
Clear explanations and documented next steps
Ongoing reviews as life and markets change
Meet Your Advisor
Experience across investments, retirement, lending, and protection planning.
Shawn Salehin, MBA, helps business owners, professionals, investors, and families evaluate important decisions within the context of their complete financial picture.
His background in institutional investment management and mortgage lending brings an analytical, coordinated perspective to investment advisory, retirement planning, insurance strategies, business continuity, and real estate financing
Credentials & experience
15+ Years of Investment & Retirement Planning Experience
MBA, USC Marshall School of Business
Former Analyst at PIMCO & Wells Fargo Asset Management
FINRA Series 7 & Series 63
Life, health & accident insurance licenses
California mortgage broker license
Who we work with
Your financial life does not fit into a template.
SoCal Advisory is designed for people whose income, assets, businesses, and family responsibilities require thoughtful coordination.
01
Self-employed business owners
02
Healthcare professionals
03
Attorneys
04
CPAs & financial planners
05
Real estate investors
06
Individuals & families
The advisory process
A disciplined process. A practical plan.
No pressure and no pre-built product pitch. The first call is simply to understand what you are trying to solve.
01
Listen
We begin with your goals, concerns, family, business, and full financial picture.
02
Analyze
Shawn reviews the moving parts, identifies gaps, and compares appropriate strategies.
03
Coordinate
You receive a clear recommendation that shows how each decision supports the whole plan.
04
Review
Your strategy is revisited as markets, tax rules, your business, and your life evolve.
Who we work with
Planning to buy, refinance, or invest in real estate?
SoCal Mortgages remains Shawn’s dedicated lending platform, with solutions for conventional, FHA, VA, bank-statement, DSCR, asset-depletion, and non-QM borrowers.
Schedule a consultation
Put your next financial decision in context.
No documents or preparation required. Share what you are working through, ask questions, and decide whether a deeper conversation makes sense.
30 minutes
Phone Call
Direct with Shawn
No sales team
Pacific time
Confirmation by email