Broker Check
Shawna Bonner

Shawna Bonner

Financial Advisor

(970) 683-5435

shawna.bonner@ceterawealth.com

I founded Innovative Asset Solutions in January of 2008.
I help families and small business owners identify and realize their goals since 1997.
I have bachelor's degrees in accounting, both personal and managerial as well as a bachelor's degree in finance. I have been a member of the Kiwanis Club of Grand Junction since 2008 and enjoy volunteering with various organizations around the Grand Valley.

I believe people need a financial “guide”. Everyone wants to get ahead and I teach them along the way with down-to-earth education and information. I take a holistic approach to financial advice and guidance, not just investment coaching. I really enjoy helping my clients pursue and achieve their goals.

I am passionate about helping small business owners retain their employees through financial wellness programs. Teaching employees how to organize and understand their overall financial situation helps produce happier employees. I provide meaningful assistance to really make an impact on their daily lives.

Secondly, I advocate for people with special needs and their families. I have spent the last 15 years working with people with specials needs and I understand the challenges they face as well as the concerns of their family. I provide extensive planning resources to help advance the financial well-being of those with special needs or disabilities and their families.

I am a mother of two grown daughters. I am blessed to have two granddaughters and a new grandson! I am an Idaho native but have lived in Grand Junction since 1986 and absolutely love it here! What a wonderful community to be a part of!