Sheila McGinn (CFP®)

Sheila McGinn focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Novice Investors
  • Women's Financial Planning Issues

Additional Information

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. 

NAPFA Start Date

January 29, 2019