Osborne & Associates, Inc. Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Osborne & Associates, Inc. operates in the financial services sector as a third-party administrator focused on pension plan design and administration. Based in Modesto, California, the firm serves clients in the Central Valley with a long-standing history dating back to 1978. The firm is led by Shayna Osborne, who founded the practice in 2001 and now operates it with her brother Wade Osborne. It emphasizes professional training and a service approach grounded in teamwork, follow-through, and a commitment to client outcomes. The firm maintains longstanding relationships with CPAs, attorneys, clients, and financial advisors, and measures success by client and staff retention and referrals.