WORKSHOP

Shelley Lightfoot

Co-Owner, The Founders Group

Meet Shelley Lightfoot, CEPA:

Shelley Lightfoot is a life-long financial and legal services professional, providing a unique combination of experience, passion, and creativity for her objective of helping wealth advisors attract and engage clients through collaborative efforts with other advisors.   

Through 4 unique brands and with their partners, Joe and Shelley educate wealth advisors, assist business owners to find “what’s next,” counsel families towards alignment, as well as protect families and their assets. 

The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. 

The Laureate Center for Wealth Advisors provides advanced training and support for wealth advisors, such as: Attorney’s, Accountants, Fiduciaries, Bankers, Financial Advisors, Insurance Professionals, and other wealth advisors. Learn how to attract, engage, and work with your perfect client and their trusted advisors. 

Strazzeri Mancini LLP  helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling. 

The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.