Meet Shinneman Wealth Group

Get to Know the Family Behind Your Financial Future

Professional prowess with a personal touch. Discover the difference of a true family-owned — and family-focused — financial practice.

Our Owners

Charlie Shinneman
Owner/CEO
Julia Shinneman
RICP®, NSSA®
Co-Founder and Financial Advisor

Our Team

Brian P. Dominik
Operations Manager
Christian Arevalo
New Business Coordinator
Brenda Arita
Administrative Assistant
Share the Wealth

Building a Stronger Community, Together

Making a meaningful difference is our top priority, and that mission extends beyond the financial plans we help create. We’re proud to spotlight our partnership with Feed My Starving Children, an organization dedicated to providing nutritious meals to kids in need around the globe. By joining us in volunteering, supporting and raising awareness for this important cause, you can help provide the foundation every child deserves.

Shinneman Wealth Group volunteering
Shinneman Wealth Group volunteering
Shinneman Wealth Group volunteering
Feed My Starving Children Logo

What’s Your Next Move?

We’re eager to learn your story, answer your questions and help you make your next financial step a purposeful one. Let’s make a connection today.