Sheila McGinn, CFP®
Guiding tech professionals through complex financial decisions.
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Serving Clients Nationwide
Guiding tech professionals through complex financial decisions.
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Sheila McGinn, CFP®
Hi, I'm ’m Sheila McGinn, a CERTIFIED FINANCIAL PLANNER™ professional, and founder of Brightview Financial.I spent over 20 years working in the tech industry, and I know the challenges you’re facing right now. I’ve walked your same path, so I understand how frustrating it can be to take every financial step with a feeling of uncertainty.
ABOUT MY JOURNEY: Figuring out how to deal with the complexities of my own financial life inspired me to embark on a career as a CERTIFIED FINANCIAL PLANNER™ professional.
I had always been fascinated by personal finance, so while enjoying my tech career, I learned as much as I could about optimizing my benefits, stock compensation, and other financial opportunities. Along the way, I shared what I learned with friends and colleagues, encouraging them to make smart financial decisions. Over the years, I realized that I thrived on supporting people through the process of defining their goals and tackling their biggest financial questions. Eventually, I followed my new passion and transitioned to a career in financial planning.
MY WHY: I founded Brightview to provide excellent and ethical financial planning and investment management services. Financial services can be a bewildering landscape of technical jargon, hidden fees and commissions, confusing products, and fast-talking salespeople. Too often, consumers are taken advantage of by salespeople who are just looking for their next big commission. None of that is allowed here.
I want to empower you to make the best possible financial decisions for yourself and your family in a safe environment where I have your best interests at heart. Because I worked for over 20 years in tech, I feel confident that I’ve lived the financial pain points you’ve experienced, and I want to help you navigate them to create your brightest life.
Note: you can learn more about my personal financial journey, and my inspiration to found Brightview Financial, by clicking here.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Redwood City, CA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Thinking of working with us? Click the 'Book Intro Call' button to learn more abut our services. This introductory meeting is designed to help us get to know one another. We'll discuss your financial questions and goals, and explain how we approach financial planning and wealth management at Brightview Financial. I look forward to speaking with you.Offers Investment Management
Yes
About Brightview Financial
At Brightview Financial, we help tech professionals navigate complex financial decisions.We serve clients in the San Francisco Bay Area and beyond. Investment Management and Comprehensive Financial Planning are the core of our service offering. This means evaluating your unique circumstances and working with you to develop and implement a financial plan designed to help you achieve financial goals.
We can help you:
▪️ Define your financial and life goals and then implement a plan for reaching them.
▪️ Stay focused on current spending goals so you can reach your long-term saving goals.
▪️ Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs.
▪️ Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance.
▪️ Prepare for the risks you don't anticipate.
What We Do
We help you navigate a complex financial landscape so you can focus on what’s most important to you.
Spending your energy on career growth means there’s less time to manage your financial life. We partner with you to envision and implement a financial plan that frees your mind—and your calendar—for other priorities.
Who We Help
Our clients are busy professionals, just like you.
Take the stress out of managing your financial life. Through our engagement, you’ll gain clarity around your financial goals so you can take a break from the never-ending financial decisions that you face.
How We Work
Your goals and questions are unique. So is your plan.
Customize your financial plan based on your unique needs with our PEACE process, even as they change over time. Through our ongoing engagement, we’ll work to empower you to feel financially secure so you can enjoy your success.
Education
University of California, Berkeley, B.A., Political Economy
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Gen X
- Gen Y / Millennials
- Technology Professionals
- Women Professionals
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