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This profile was last updated on 5/28/14  and contains information from public web pages and contributions from the ZoomInfo community.

Wealth Planning Manager

Phone: (650) ***-****  HQ Phone
Email: s***@***.com
Bedrock Capital Management , Inc.
5050 El Camino Real Suite 204
Los Altos, California 94022
United States

Company Description: Bedrock is a fee-only investment management firm that is compensated based on a percentage of the assets under management. Typically our fees are no more than 1% of...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Master's of Science , computer science
    University of California at Davis
  • Bachelor of Science degree , electrical engineering
    University of Washington
  • M.S. , Computer Science
    The University of California at Davis
  • B.S. , Electrical Engineering
    The University of Washington
10 Total References
Web References
Sharon Lacy ...
www.bedrockcapital.com, 15 April 2014 [cached]
Sharon Lacy CFP®
...
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
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
Our Team | Bedrock Capital Mangement - Silicon Valley
www.bedrockcapital.com, 15 April 2014 [cached]
Sharon Lacy, CFP®
Wealth Planning Manager
About Bedrock Capital Management
www.bedrockcapital.com, 4 Mar 2013 [cached]
Sharon Lacy
...
Sharon Lacy, CFP®
Sharon Lacy is Chief Compliance Officer of Bedrock Capital Management. She is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association. She specializes in financial planning and process automation within the firm. Sharon joined Bedrock in 2006 after a career in software engineering with Hewlett-Packard. She earned a B.S. in Electrical Engineering from The University of Washington in Seattle and an M.S. in Computer Science from The University of California at Davis.
Sharon Lacy ...
www.bedrockcapital.com, 15 April 2014 [cached]
Sharon Lacy
Sharon M. Lacy, CFP®, with ...
www.onefpa.org [cached]
Sharon M. Lacy, CFP®, with Bedrock Capital Management in Los Altos, Calif.
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