Sharon Lacy, CFP®


Sharon came to financial planning after a successful career in software development at Hewlett-Packard. She has a bachelor’s degree in Electrical Engineering from the University of Washington and a master’s degree in Computer Science from The University of California at Davis. She is the Financial Planning Manager at Bedrock Capital Management in Los Altos, California and a CERTIFIED FINANCIAL PLANNINGTM practitioner.

Sharon became interested in Social Security planning when she became aware of the significant number of her baby boomers clients that would soon become eligible for benefits. It didn’t take long for her to become passionate about this area of planning because she realized that the process of evaluating how to maximize benefits was complex but that it was well suited for computational evaluation and optimization.