About Sheila

• Financial services industry veteran & CERTIFIED FINANCIAL PLANNING professional™

• Former competitive athlete, part of NCAA Division I National Champion rowing teams at Brown University and member of Brown’s Athletics Hall of Fame

• Educator for thousands of athletes, students, corporations and entrepreneurs

• Featured in Business Insider, Yahoo! Finance and shared speaking rosters with Hamilton actor Daveed Diggs, ESPN sportscaster Chris Berman, former World Bank president Jim Yong Kim, and the world’s best selling author James Patterson!

My Path

I’m a CFP®, financial empowerment coach, and fascinated by the human mind. My work is focused on helping people understand how to unlock their capacity for an abundant life. Each day I’m working on new ways to help others make healthy financial decisions aligned with their goals and values. 

Walsh Wealth & Wellness is the combination of my passion for all things coaching and wellness, journey with sports, and nerd-level love of behavioral science and financial literacy.

I’ve always been curious about how things work, especially our brains and bodies. My interest in how humans make emotions kicked into high gear with my degree in Organizational Behavior from Brown University. My college experience was also shaped by being part of NCAA Division I National Championship rowing teams, when I learned what it’s like to go after big goals. Fun Fact: As a freshman, I even raced an “American Gladiator” at the world indoor rowing championships …and won.

I began my career in the food and beverage industry where I saw the emotional choices many of us make with what we eat. We even have names for our food-related emotions….who’s never felt “hangry”?!?

As a curious mind, I got my MBA in international business from Georgetown University. I dove into how consumers make decisions globally while working at Toyota and consulting for United Airlines. My work helping a Ministry of Tourism in Southeast Asia understand how to attract more North American tourists was an eye-opening experience that drew me further into identifying ways to help others navigate emotional choices with clarity and confidence.

Then I began working closely with financial advisors and investors on another emotional topic: money. I’m a CERTIFIED FINANCIAL PLANNER™ professional and have worked with thousands of financial advisors and investors to understand how life events and behavioral tendencies can influence our financial journey. After spending over a decade working in prominent investment management firms Capital Group, home of American Funds, and Fidelity Investments, I began my own practice bringing financial education to athletes, universities and companies.

I’m here to show you how your money choices can reflect your values and what’s important in your life. My work is rooted in research and real-world experience. I want to make personal finance concepts accessible, no matter your skill level. And I try my best to bring genuine enthusiasm, authenticity, and even a bit of fun to an often dry topic!

What People Are Saying

SEEN IN PRINT, IN PERSON and ON ZOOM!