Maureen McGuire

Maureen McGuire




I entered the financial planning profession with a desire to help people understand the importance of planning for the future and understanding how to go about that.  This was during the “greed is good” era of Wall Street thinking and I felt really out of place in the continuing education conferences and classes where beating the market was often the predominant message.  My colleagues seemed to be focused on helping the rich get richer.  I don’t object to the rich getting richer, it just wasn’t my primary focus.  Fortunately, the clients who are drawn to me are interested in achieving financial security by virtue of working hard and saving for the future.   I’ve been privileged to share in that journey having worked with many of my clients for 20 or 30 years now.   Witnessing my clients achieve their financial goals is unquestionably the aspect of my career that brings me the most joy.

Prior to my career in financial planning I worked in the non-profit sector and teaching.  My desire to be of service is a guiding principle.  The intersection of capitalism, environmentalism and social justice cannot be denied.  In the 1990’s we did not have the research available to support the argument that in the long run, companies that do the right thing by their employees and their communities tend to be more profitable.  Good management aside, at a minimum these companies are less exposed to litigation risk.  Because we had no evidence of this bearing out and because we were narrowing our investment selection possibilities due to lack of investment options at the time, I would give clients a choice - did they want to screen their portfolios in line with their values given that they may give up some profitability to do so?  Fortunately, clients no longer have to make this choice.  It has now been shown that profitability and good citizenship can, in fact, go hand in hand.

I am privileged to have a career that allows me to work with clients in a way that favorably impacts them as well as the future of their children and grandchildren and/or community at large.

For fun, I enjoy hiking, dancing, reading, and most of all, time with my family. I am fortunate to be able to spend time with my daughter who lives in New York.  We have an agreement that I visit her twice a year and she visits me twice a year.  I probably spend more time with her than if she lived across the Bay!  In addition, I have recently married a wonderful man with 7 lovely grandchildren. We love spending time cooking and travelling together with my daughter and his family combined.  Volunteering in the community has always been, and continues to be, important to me. 


Accredited Investment Fiduciary


3030 BRIDGEWAY, SUITE 330, SAUSALITO, CA 94965 | 415-729-9567 | [email protected]