Sheila McGinn, CFP^®

Brightview Financial Solutions, LLC

Grand St
Redwood City, CA 94062-1632

FINANCIAL ADVISOR'S WEBSITE

https://brightview.financial/

(650) 517-5719 CONNECT WITH Sheila

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$200,000

My Links

Website

General

Sheila McGinn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Brightview Financial Solutions, LLC in Redwood City, CA and the surrounding communities.

Financial Advisor Overview

At Brightview Financial Solutions, we take a collaborative, client-centered approach to financial planning. We believe that we achieve your brightest life through ongoing communication and prioritizing your goals — even if they grow and change over time. At Brightview, we believe that financial planning is about you, your unique goals, and the steps you’ll take that will bring you a life you love. 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.

Financial Advisor Experience

I’m Sheila McGinn, a CERTIFIED FINANCIAL PLANNER™ professional, and founder of Brightview Financial. I spent over 20 years working in the high-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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Sudden Wealth, Women's Finances