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Wrong Sharon Lacy?

Sharon M. Lacy

Wealth Planning Manager

Bedrock Capital Management, Inc.

HQ Phone:  (650) 964-7024

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Bedrock Capital Management, Inc.

5050 El Camino Real Suite 204

Los Altos, California,94022

United States

Company Description

Bedrock Capital Management provides comprehensive, personalized wealth management services for high net-worth individuals and families. We offer a 360° approach to wealth management, which balances your financial goals with your life dreams. When it comes to... more.

Find other employees at this company (2)

Web References(18 Total References)


www.cunninghamlegal.com

Sharon Lacy, wealth planning manager at Bedrock Capital Management, said she spent 10 hours this past weekend revamping the firm's free Social Security calculator, SSAnalyze!, only to discover that she had changed the code to conform to language that was ultimately changed slightly.
Ms. Lacy said the confusion was over the treatment of people who will be 62 or older by the end of 2015-and whether they can file a restricted application for spousal benefits on a spouse's suspended benefit when they reach full retirement age, even if full retirement age is a few years away. (The answer: yes.) "I had to go back and change the code again," said Ms. Lacy, who is now testing her results and plans to get the new version online Thursday. There is always a risk, she added, that the Social Security Administration will differ in its conclusion of how the law ought to be interpreted and implemented.


www.bedrockcapital.com [cached]

Sharon Lacy, CFP®, CPWA®
Wealth Planning Manager


www.bedrockcapital.com [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@bedrockcapital.com. 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@bedrockcapital.com. Sharon Lacy


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Sharon Lacy


www.onefpa.org [cached]

Sharon M. Lacy, CFP®, with Bedrock Capital Management in Los Altos, Calif.


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