FV Asset Management Inc. an independent Registered Investment Advisory Firm Founded by Jeff Fallick and Shannon Vincent.

SHANNON VINCENT, Co-Founder of FV Asset Management, is a CPA and has spent his entire career in the financial services industry. He started his career at KPMG in San Francisco then worked for OUM, a well known regional accounting firm located in San Francisco, specializing in high net worth individuals and emerging growth business. Shannon then spent six years at RAN ONE, an international consulting company, including two years as the Chief Operating Officer of a 10MM business unit. Shannon was the Managing Partner of ReNew Financial Partners for seven years before founding FV Asset  Management.

Shannon is a member of the California Society of CPAs. He received a Bachelors degree in Economics with an emphasis in accounting from University of California, Santa Barbara, and now resides in Oakland with his wife Jackie where he enjoys music and playing tennis.

To contact Shannon directly please email him at shannon@fvasset.com.

JEFF FALLICK, Co-Founder of FV Asset Management, is the President of Fallick Insurance Services, Inc. an independent employee benefits firm in Redwood City, California, which reprensents hundreds of small and medium size businesses.

Jeff has spent his entire career in the healthcare industry, holding sales and management positions at United Health Care,  Blue Shield of California, eHealth, Inc. and NaviMedix. Jeff also serves on the Board of Directors for Community Gatepath of Burlingame; a non-profit organization in San Mateo County that provides early childhood development services to children with special needs and vocational training to adults with disabilities.  Jeff lives with his wife and two children in Los Altos

To contact Jeff directly please email him at jeff@fvasset.com.