Lan J. Shaw, CFP®
Lan has built her career by helping individuals, couples, independent women, and families pursue their dreams and make meaningful financial decisions that are true to their values.
Vision Financial Planning is her newest venture. Lan worked as a financial advisor at Edward Jones for nearly ten years prior to founding Vision Financial Planning in 2017. She can now offer even more transparency and options to you as a client to best meet your financial needs and goals. As always, she’ll spend her time understanding what you are working towards before helping you to invest your money. Partnering with you, your CPA, attorney and other professionals, Lan takes a holistic approach to develop and implement thorough, thoughtful, and practical financial plans.
Lan’s credentials include her undergraduate degree in systems engineering, an MBA earned in London, and her CERTIFIED FINANCIAL PLANNER™ certification. Lan's unique international background, broad business management experiences, and multilingual skills are invaluable to her clients, especially the entrepreneurs and multinational investors.
Lan believes in "giving back." She has served on various boards and committees including Council of Business Advisors, the Peralta Community Colleges Foundation, and Berkeley City College.
Lan is generous contributor to the Children’s Hospital Branches, Home of United String Ensembles, Berkeley Art Museum and Pacific Film Archive and UAspire. She is also an active member of the Berkeley Breakfast Club.
Lan is a compassionate, giving, hardworking professional who believes in treating clients like family. Born and raised in a harsh environment in China, Lan’s parents inspired her uncompromising principles and work ethic. She believes authenticity, courage, commitment to family, generosity, lifelong learning, growth mind-set, and health are the keys to a successful life.
Lan loves spending time with family and friends. She enjoys entertaining, travel, cooking, biking, music, and dancing. Inspired by her son, Preston, Lan took cello lessons and has also become a Little League baseball umpire. Lan and Preston are avid travelers. They have been to more than 15 countries in recent years to explore different cultures.
Heather Drumgoole is the office manager as well as Lan Shaw’s longtime collaborator. Heather works closely with Lan to serve the firm’s clients by helping to identify services for them; organizing their materials; communicating directly with them in her warm and engaging way, and handling their administrative requests proactively.
Heather has many years of experience in financial services industry. She started as a teller in a credit union and went on to get her A.A. degree in Business with an emphasis in Accounting, while raising young children. One of her professors was so impressed with Heather that he hired her as the Branch Office Administrator (BOA) at his Edward Jones office in Stockton, before she had finished her degree.
Heather spent almost a decade with Edward Jones, most recently as Lan Shaw’s Senior BOA in the Berkeley branch office. There she established warm connections with longtime clients. She is excited to be joining Lan at Vision Financial Planning and is glad that many of those client connections will continue.
Heather says, “Lan opened my eyes to the wider financial planning world and helped me develop my skills in that world. At this point, I’m seasoned, comfortable, confident, and knowledgeable.” She adds, “Working with Lan has been life changing for me. Her ambitiousness, strength, and empowerment are inspiring. It feels good, it feels empowering!”
Heather is married and lives in Tracy, where her activities revolve around her five children and a large network of extended family and friends.