Sheila Mc Ginn

I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/

Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysalid Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysalidfinancial.com/book-consultation/ Faith’s professional and educational background: Prior to Launching Chrysalid Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.

I am the Founder of CareGen Wealth Management and a Wealth Advisor providing fee-only financial planning and wealth management services with customized solutions for my clients, with a primary focus on women. My clients may be divorced, retireed, widowed, or recent inheritors. They're looking for someone to literally and/or figuratively sit right next to them, hip to hip, as they make financial decisions that impact their lives and the lives of those who are important to them. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes. I am a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® professional, and hold the Accredited Behavioral Finance Professional(℠) credential. Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management and have worked in the financial services industry since 2006 following an earlier career working in the aerospace and information systems industries. I studied Financial Planning at UC Berkeley, have an MBA from the University of Southern California, and a Bachelors degree in Mathematics and Economics from UC Santa Barbara. I live in the San Francisco, California area with my husband and when I'm not working with clients, I love to spend time in Brooklyn, Phoenix, and Los Angeles with my three grown children. (If you're curious, ask me about how this relates to my "Family Mission Statement".) I also enjoy spending time in Park City, Utah downhill skiing, hiking, or seeing films at the annual Sundance Film Festival.

I have been practicing financial planning since 2008 and came to this profession out of a desire to help others and work in a meaningful profession where I can impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career and came to financial planning later. My broad experience and liberal arts education have been helpful in understanding a range of different clients in various life situations. Having lived in France, India and the UK, I have international skills to bring to those with cross border situations. I founded my own firm in 2015 and merged with Tamarind Financial Planning, in October of 2022. George Kinder's Life Planning training allowed me to delve deeper into the part of client's lives that focuses on what they want to get out of their time on this earth so we can direct their finances towards that. I love the outdoors, yoga, Pilates, reading, creative writing and meditation. Married to an academic working in Climate Finance means at times spending significant time in other countries and travelling. Our two children are now pursuing their studies so we are fresh empty nesters!

Ali Shan is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to develop tailored financial plans and assist with investment decisions aimed at supporting their long-term financial well-being. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025. Ali's professional experience includes positions as a Senior Premier Banker at Wells Fargo from 2022 to 2024, a Financial Advisor at ADP Merrill Lynch from 2021 to 2022, and a Relationship Manager at Bank of America from 2020 to 2021. He holds a California Insurance License and is proficient in Hindi, Punjabi, and Urdu. Outside of his professional work, Ali enjoys cooking and baking, fitness, outdoor adventures, and traveling.