Advisor at Brightview Financial Solutions
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Firm
Brightview Financial Solutions
Location
Redwood City, CA 94062
Credentials
CFP®
Industry experience
7 years
I’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.
Brightview Financial Solutions serves 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.
0.6%-1.0%
$250+/hr
118 Grand Street
Redwood City, CA 94062
California
Brightview Financial Solutions, LLC
2018 - Present (8 years)
Opes Advisors, a division of Flagstar Bank
2017 - 2018 (1 year)
Opes Advisors, Inc.
2016 - 2017 (1 year)
FPA of Silicon Valley
2016 - 2016 (1 year)
Aspire Planning Associates
2016 - 2016 (1 year)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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