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Ms. Sharon M. Lacy

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Background Information

Employment History


Wealth Planning Manager

Bedrock Capital Management , Inc.

Computer Engineer

Hewlett-Packard Company

Computer Engineer

Lawrence Livermore National Laboratory


Financial Planning Liaison
National Academy of Social Insurance

Board Member
Los Altos Committee Foundation

Financial Planning Association

Committee Member
Financial Planning Association of Silicon Valley

Committee Member
FPA Silicon Valley Chapter



Electrical Engineering

The University of Washington

Bachelor of Science degree

electrical engineering

University of Washington


Computer Science

The University of California at Davis

Master's of Science

computer science

University of California at Davis

Web References (26 Total References)

Our Team | Bedrock Capital Mangement - Silicon Valley [cached]

Sharon Lacy, CFP®, CPWA®

Wealth Planning Manager

Sharon Lacy - Bedrock Capital Management [cached]

Sharon Lacy CFP®, CPWA® Bedrock Financial

Sharon Lacy is passionate about her job and her clients. As Bedrock's wealth planning manager, Sharon gets involved in the myriad details comprising a client's financial situation. Working collaboratively with the team and using the latest technology, Sharon creates detailed projections and plans in support of a client's goals.
Sharon began her career as a computer engineer working at Lawrence Livermore Labs and Hewlett Packard. Now, as our resident Social Security guru, Sharon put her skills and expertise to good use when she created SSAnalyze!, Bedrock's proprietary Social Security forecasting tool.
Sharon holds a Bachelor of Science degree in electrical engineering from the University of Washington and a Master's of Science in computer science from the University of California at Davis. She received a Personal Financial Planning Certificate from the University of California at Santa Cruz in 2006.
Sharon is a member of:
The Financial Planning Association (FPA) National Academy of Social Insurance (NASI), where she is a financial planning liaison Investment Management Consultants Associations (IMCA)
Click on the kayak icon on the left to learn how Sharon spends her free time.
Contact Sharon at
Sharon thrives on excitement and is up for trying anything once. She holds a private pilot's license, has kayaked with killer whales and once spent 10 days hiking through the Alaska National Wildlife Refuge. She even applied as a mission specialist in the space program, losing out to Sally Ride!
Sharon mixes her deep love for her family with her passion for travel. She and her father once traveled to North Africa, retracing the beginning of his WWII experience. More recently she has gifted each of her nephews with a trip with her to Europe to celebrate their high school graduations. She and her significant other, David, look forward to traveling with their two adorable grandsons.
Sharon cares deeply about the welfare of others. She has chaired programs through the FPA of Silicon Valley to provide financial literacy education to under-served youth and volunteers on an ongoing basis to provide free financial planning. She also has a special interest in working to promote "a world in which people feel safe enough to authentically be themselves."
Click on the briefcase icon on the left to learn about Sharon's professional background.
Contact Sharon at
Sharon Lacy

Lois Springsteen - Bedrock Capital Management [cached]

Sharon Lacy

Chris Piega - Bedrock Capital Management [cached]

Sharon Lacy

Eric Lewis - Bedrock Capital Management [cached]

Sharon Lacy

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