BakerAvenue Wealth Management
Sheila brings over 20 years of client management experience to BakerAvenue. She partners with her clients to help them envision, plan for, and create the lives that they desire. She co-chairs BakerAvenue’s Financial Feminism initiative with the goal of helping women reach their highest financial potential, both personally and professionally. She has also become the 2021 San Francisco FPA’s new president-elect.
Sheila holds a B.A. in History and a Masters in Business Administration from Santa Clara University. She is also a Certified Financial Planner (CFP®) and serves on the board of the San Francisco Financial Planning Association.
BakerAvenue Wealth Management
We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.