Sheila McGinn
CFP®
Brightview Financial Solutions, LLC
Founder & President
Sheila McGinn
CFP®
Brightview Financial Solutions, LLC
Founder & President
As a fee-only financial planner, my focus is to offer insight and unbiased financial advice to help you achieve your life goals. - Sheila McGinn, CFP®
Fee-Only financial planner located in San Francisco and Redwood City, CA, serving clients in the San Francisco Bay area and beyond.
Sheila McGinn is a fee-only financial planner who helps high-tech professionals navigate complex financial decisions. Located in San Francisco and Redwood City, CA and serving the San Francisco Bay Area and beyond, Brightview Financial Solutions provides comprehensive and objective financial planning and investment management to help tech professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sheila McGinn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sheila McGinn is a fee-only financial planner located in San Francisco and Redwood City, CA who helps high-tech professionals navigate complex financial decisions.
During her 20+ years working at high-tech companies, she was passionate about sharing her interest in personal finance with friends and colleagues and encouraging them to make smart financial decisions. Whether it was explaining the ins-and-outs of benefit packages or sharing the tax implications of stock options, RSUs, and ESPPs, financial planning was a frequent topic of conversation. Along the way, she discovered how much she thrived on helping people navigate important financial decisions. In fact, she enjoyed it so much, she decided to turn pro — and a new career as a fee-only financial planner was launched.
Brightview Financial Solutions is based in San Francisco and Redwood City, CA and serves clients in the San Francisco Bay Area and beyond.
Sheila McGinn is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Comprehensive Financial Planning is the core of what we do. This service involves working one-on-one to develop and implement a financial plan, based on your unique circumstances and designed to help you achieve financial goals.
- To start, we establish your values and goals around money, gathering all the information needed to analyze your circumstances and create a plan for you.
- Once your plan is developed, we review findings and recommended actions.
- Next we move forward with implementing these actions and monitoring your plan on an ongoing basis.
Investment Management (optional) offers hands-on management of investments along with comprehensive financial planning. Advice and management of investments is based on your individual needs and guided by your stated objectives. We’ll discuss and establish goals in order to:
- Develop an investment policy statement.
- Propose an investment plan with an asset allocation target.
- Create and manage your portfolio based on the investment policy and allocation targets.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Employer stock (concentrated positions)
- Investment Management
- Comprehensive Financial Planning
- College Education Planning
- Buying a home or investment property
Ideal Clients
- High-tech Professionals
- Professional women
- Need help with inheritance or Windfall
- Thinking about retirement
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sheila McGinn is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sheila McGinn is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Sheila McGinn is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brightview Financial Solutions, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Sheila McGinn is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Sheila McGinn
Office Locations:
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201 Spear Street
Suite 1100
San Francisco, CA 94105 -
By Appointment Only
Redwood City, CA 94062
