As a former high-tech employee, Sheila is acutely aware of the challenges and opportunities that RSUs and stock options bring. During her 20 years leading content teams at Bay-area high-tech companies, coworkers frequently sought her advice on how to optimize their Stock options and RSUs, and think through big financial decisions. In 2012, she decided to take that passion for helping friends take an active role in their financial future and turn it into her second career. In 2016, Sheila passed the CFP® Certification Examination.
Thanks to the company’s unique offer of mortgage + tech + advice, Sheila found Opes Advisors to be a perfect fit with her skills and investment philosophy. Sheila uses Opes Advisors’ proprietary software to create a personal financial roadmap that integrates your real estate investments into your overall balance sheet, giving you broader perspective on your entire financial life.
Known for her calm, consultative approach, Sheila takes the time to listen and learn about your family’s specific needs and goals so you can make more educated, confident decisions going forward.
A California native, Sheila is a member of the Financial Planning Association of Silicon Valley. When she’s not assisting clients with their finances, Sheila enjoys spending time with her husband and twin daughters, as well as cooking, hiking and traveling.