Sheila M. Mcginn
BRIGHTVIEW FINANCIAL SOLUTIONS
REDWOOD CITY, CA 94062
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CRD#: 6728493
Professional summary
Sheila Marie Mcginn, CFP® is a registered financial advisor currently at BRIGHTVIEW FINANCIAL SOLUTIONS located in Redwood City, California.
Sheila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sheila has worked at 2 firms and has passed the Series 65 exam.
Biography
I am a fee-only financial planner focused on helping high-tech professionals navigate complex financial decisions. My passion is to help you manage your financial life, so you can focus on your life’s passion.
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.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Novice Investors
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sheila Marie Mcginn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
January 16, 2019 - Present
BRIGHTVIEW FINANCIAL SOLUTIONS
Office #1: 118 Grand Street, Redwood City, CA 94062RIA
CRD#: 300080
REDWOOD CITY, CA
Past
January 1, 2017 - June 8, 2017
OPES ADVISORS, INC.
RIA
CRD#: 132996
Cupertino, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/16/2019)
Current Firm
BRIGHTVIEW FINANCIAL SOLUTIONS
BRIGHTVIEW FINANCIAL SOLUTIONS | BRIGHTVIEW FINANCIAL SOLUTIONS, LLC
CRD#: 300080 / SEC#:
California
Registered Investment Advisory firm - (1/16/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
118 Grand Street, Redwood City, CA 94062
Mailing Address
Phone number
(650) 517-5719
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 38,704,358 |
Red Flags
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Company Information
BRIGHTVIEW FINANCIAL SOLUTIONS
CRD#: 300080Redwood City, CA 94062TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
