Shields Cattau Financial Group

(949) 260-0442

Our mission is to help our clients do well—as they define it—so they can do good.

Team intro

Our mission is to help our clients do well—as they define it—so they can do good.

Our story

Initially, when Luke and I chose careers in personal finance it was because it aligned with our skills and gifts. This was a practical decision. But, several decades later, we realized that the reason we stay in this career has more to do with the heart than anything practical. Yes, our education and advanced designations enable us to create solid financial plans for our clients. But it is the joy we experience when we can help families make their dreams a reality that inspires us every day. Our motivation is to see the smiles and sighs of relief when we can reveal they can indeed afford to send their kids to college … or that they can retire one day … or create a significant gift for their beloved children and charities they care so much about. This is beyond rewarding.

It is an honor to be relied on with so much responsibility. We realize every family is unique and we want to be able to bring their personalized strategy to fruition.

Our team

Stephanie Shields

AEP®, CFP®, FIC, RICP®, CLTC®

Wealth Advisor

Luke Cattau

FIC, CLTC®

Associate

Lisa Olson

Office Professional

Susan Shelton

Insurance Office Professional

Jesse Davison

FIC, RICP®, CLTC®

Associate

James Pendleton

Insurance Support Associate

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

Contact

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To learn more about the privacy of your information, visit our privacy policy.

Office Information

Phone:

(949) 260-0442

Fax:

(877) 689-0349

Operating hours:

Monday through Friday 9am - 5pm

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.