My passion is to help you manage your financial life, so you can focus on your life’s passion.
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.
ABOUT MY JOURNEY: 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.
Did you know? The CFP® certification requires extensive training in financial planning, retirement planning, insurance, investments, taxes, employee benefits, and estate planning. In addition, CFP® certificants are required to adhere to the CFP Board’s Standards of Professional Conduct, which are rigorously enforced. The CFP® certification is considered to be the gold standard for financial advice.
I had always been fascinated by personal finance, so while enjoying my tech career, I learned as much as I could about optimizing 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 realized that I thrived on supporting people through the process of defining their goals and tackling their biggest financial questions. Eventually, I followed my new passion and transitioned to a career in financial planning.
MY WHY: I founded Brightview to provide excellent and ethical financial planning and investment management services. Financial services can be a bewildering landscape of technical jargon, hidden fees and commissions, confusing products, and fast-talking salespeople. Too often, consumers are taken advantage of by salespeople who are just looking for their next big commission. None of that is allowed here.
I want to empower you to make the best possible financial decisions for yourself and your family in a safe environment where I have your best interests at heart. Because I worked for over 20 years in tech, I feel confident that I’ve lived the financial pain points you’ve experienced, and I want to help you navigate them to create your brightest life.