Team Experience

A Close-knit Team with Far-reaching Experience

When Marta Shen first established Spring Street Financial in 1997, she wanted to bring a fresh approach to financial planning that was warmer, more personal and more connected to individuals seeking savvy guidance; in a manner that transcended the staid approach of yesteryear.

Her philosophy is reflected today in the highly experienced, accomplished and credentialed group of financial professionals you will find here – impassioned people who not only collaborate, but thoroughly enjoy doing so. Our intention is to put you at the very center of this relationship, where all our passion, wisdom and experience are working for you in a fresh, new and exciting way.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.