Sheila McGinn, CFP® Brightview Financial Solutions, LLC

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About Sheila McGinn, CFP®

I am a fee-only financial planner focused on helping high-tech professionals navigate complex financial decisions.

I know the challenges you face. I spent 20+ years working for high-tech companies. Figuring out how to deal with the complexities of my own financial life inspired me to embark on a career as a CERTIFIED FINANCIAL PLANNER™ professional.

A little bit more about my journey: I had always been fascinated by personal finance, so while thriving in my high-tech career, I learned as much as I could on the side about how to manage my benefits, stock compensation, and other financial opportunities. Along the way, I shared what I learned with friends and colleagues, encouraging them to make smart financial decisions. Over the years, I discovered my passion for helping people figure out how to handle these important financial questions. Eventually, I followed my new passion and transitioned to a career as a Financial Planner and Wealth Advisor.

My firm, Brightview Financial Solutions, is based in Redwood City, CA and serves clients in the San Francisco Bay Area and beyond. Comprehensive Financial Planning is the core of what I do. This 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. Investment Management is optional and provides hands-on management of investments in conjunction with comprehensive financial planning.
I 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.
• My passion is to help you manage your financial life, so you can focus on your life’s passion.

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Recently Published

How to Navigate Financial Anxiety

December 1, 2022

For a country that’s developed broad access to wealth and financial advice, there’s still plenty of anxiety surrounding money. In fact, about 77% of Americans are anxious about their personal finances, and a concerning 42% struggle with mental health challenges as a result.1,2   It’s not hard to tell why adults are more anxious than ever …

The post How to Navigate Financial Anxiety first appeared on Brightview Financial Solutions.

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So, You Want to Stop Working, Here’s What To Know About Healthcare

November 1, 2022

Pursuing a work-optional lifestyle takes a commendable amount of preparation, self-discipline, and personal drive.  If you’re seeking to step away from your full-time job, have you considered how you’ll maintain medical coverage?  Almost 155 million people use employer-sponsored healthcare coverage.1 Once you leave the office for good, you’ll likely be in the market for a …

The post So, You Want to Stop Working, Here’s What To Know About Healthcare first appeared on Brightview Financial Solutions.

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5 Year-End Tax Best Practices for Tech Employees in 2022

October 3, 2022

Year-end tax planning is essential for everyone, especially considering taxes are one of the biggest expenses people pay annually. Tech employees face some additional complexities come tax time, namely understanding the tax liabilities of their equity compensation options. With plenty of time left to prepare, here are five year-end tax planning best practices for getting …

The post 5 Year-End Tax Best Practices for Tech Employees in 2022 first appeared on Brightview Financial Solutions.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Technology Professionals
  • Women Professionals

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $2,000+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 0.80%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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