Faith Counio

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.

Lisa Hughes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience providing personalized wealth management services and strategies to a diverse group of clients. Lisa's approach focuses on understanding the unique circumstances and values of each client before addressing their investment needs. She works with a professional team to manage the long-term challenges and daily demands of substantial wealth. Her expertise includes capital preservation, tax minimization, and lifetime cash flow strategies. Lisa emphasizes diversified portfolio development, alternative investments, and money manager selections. She also addresses concentrated stock issues and collaborates with clients' other advisors on estate planning techniques. Lisa holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from the University of California at Berkeley. Originally from the East Bay, Lisa currently resides on the Peninsula. She has served on her homeowner association board and as the landscape committee chair. Lisa has volunteered with Pet Partners and participates in the local art community, enjoying oil painting. Her personal interests also include gardening, hiking, and yoga.

Daniel Walsh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team provide customized advice and wealth management services for highly affluent families, addressing concentrated stock issues, liquidity, hedging, risk reduction, diversified portfolio development, alternative investments, and money manager selection. Before joining Merrill Lynch, Daniel served seven years as a U.S. Naval Aviator and two years as an institutional equities trader. He holds a B.A. degree in Architecture from the University of California-Berkeley and an M.B.A. from Stanford University. He has earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™. Additionally, he holds the Personal Investment Advisor (PIA) designation. Daniel and his wife Katrine raised their children in San Carlos, California. He is involved in his community, having served as Vice President of the San Carlos United Soccer Club, and is a U.S. Soccer Federation licensed referee. His personal interests include biking, hiking, music, photography, reading, refereeing, scuba diving, skiing, soccer, and spending time with his family.

Stephane Johnston is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2020. He specializes in wealth planning using a goals-based planning approach to help clients achieve their financial objectives. Prior to this role, Stephane served as a Vice President Senior Private Client Advisor at Bank of the West from 2016 to 2020 and as an Investment Counselor at Fisher Investments from 2014 to 2016. Stephane holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he engages in various personal interests including family activities, golf, running, soccer, traveling, and volunteering.

Yadira Luna is a Financial Consultant at Fidelity Investments, where she partners with clients to develop tailored financial plans that emphasize tax-efficient investing. She utilizes Fidelity's extensive resources alongside her experience to co-create personalized financial roadmaps aimed at supporting her clients' families' financial well-being and long-term goals. Yadira has over 15 years of experience in banking and investments, having held various roles including Planning Consultant at Fidelity Investments, Financial Advisor at Merrill Lynch, and Client Relationship Associate at American Century Investments. Her background also includes positions in sales, service management, and accounting within the financial sector. She holds a California Insurance License. Outside of her professional work, Yadira enjoys activities such as spending time at the beach and lake, camping, family activities, parenthood, and reading.