Shane Pendley is a partner and advisor at 5th Street Advisors, LLC. He is a Certified Financial Planner (CFP ®) and serves as a trusted personal advisor to individuals and families, whom he advises on a range of wealth management topics, including investing, retirement planning, tax planning, and estate planning. Shane works with clients at every stage of life, from young, high-earners starting their careers, to mid-career professionals raising families, and retirees living on their accumulated wealth. With each of them, he works diligently to gain a holistic understanding of their circumstances, find the best solution for achieving their goals, and help simplify the complexity of their finances.
Shane is also deeply involved in the firm’s Retirement Plan Advisory Services, regularly consulting with business owners and HR directors to help meet their needs in sponsoring company retirement plans, such as 401(k)s, SEP IRAs, and cash balance plans, among other types of defined contribution and defined benefit plans. He helps businesses in choosing the best type of plan design, seeking proposals from vendors, and benchmarking plans costs. Shane currently serves as a fiduciary investment advisor to plans of all sizes, from start-ups with minimal plan assets, to mature, multi-million-dollar plans with many participants.
Shane received his B.A. from the University of Colorado and J.D. from Tulane University School of Law. Prior to joining 5th Street Advisors, he practiced law in New Orleans, Louisiana, where he focused on securities litigation. He lives in Fairfield, Connecticut with his wife and children.