"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
Senior Client Services Specialist
“Life is a succession of lessons, which must be lived to be understood." - Ralph Waldo Emerson
Shirley King is a Senior Client Services Specialist serving as a liaison between clients and Charles Schwab & Co., Inc. She assists clients with the opening of new accounts, the transfer of existing accounts, and oversees the transfer of funds and securities. Shirley also assists with the verification of deposits and account title changes, among other information.
Shirley received her Bachelor's Degree in Sociology and Political Science with a minor in Education from the University of California, Irvine. She joined Libbie Agran Financial Services in 2007 and has remained with the firm since it was acquired and merged with HoyleCohen in 2017. She is currently in the process of earning the CERTIFIED FINANCIAL PLANNER™ designation.
Shirley has a passion for helping those in need and enjoys expanding her knowledge in the financial field. She also enjoys new dining experiences, spending time with loved ones, and volunteering in her free time. Her volunteer experience includes teaching financial literacy classes at Upward Bound House and Women’s Shelters, helping the homeless, and attending various philanthropic events.