ASSOCIATE Wealth Manager
Sheila Rabaut is an Associate Wealth Manager and helps clients define and execute their financial plans. She brings over 20 years of marketing and account management experience to Waypoint and their clients. Previous industries include healthcare and technology with roles in account and project management. She is passionate about bringing positive changes to her clients’ lives and helping them identify and focus on their life goals.
Sheila holds a BA in History and a Masters in Business Administration from Santa Clara University and is currently a CFP® candidate.
What qualities make you good at your job?
I have a genuine passion and motivation for working with people. I believe that most people are able to accomplish their life’s dreams and live exceptional lives. I go the extra mile to help them identify, plan for and stay focused on the things that are important to them.
What makes you proud to be a part of the Waypoint team?
Waypoint believes in the highest standards for our clients and ourselves. We take tremendous pride in bringing value to our client’s lives. We believe in taking the extra time to fully understand our client’s motivations and are always looking for ways to provide a little extra in the way of client support and planning.
What professional accomplishment are you most proud of?
I have always looked for ways to have a personal impact in my client’s lives. A few years ago I focused on creating a more meaningful career that would allow me to make an impact in lives around me while also matching my personality and interests. Becoming a personal finance professional has been a great fit. I focused on the Certified Financial Planning™ curriculum and after passing the CFP® exam, joined Waypoint. I am proud of the goals I have accomplished and am optimistic that all of the work will translate into exceptional relationships with my clients.
What do you love to do outside of work?
Travel and learning about new cultures. Being outdoors on my bike, hiking, sailing, diving or enjoying San Francisco’s unique climate. I am an avid reader, aspiring chef and music junkie. I am also involved in the mental health community and help to raise money for organizations that focus on bringing positive changes to the lives of people who are victims of brain illnesses.
Education, Credentials and Affiliations:
- B.A. in History, Santa Clara University
- MBA, Santa Clara University
- Member, San Francisco Financial Planning Association
- Secretary and Treasurer, Rabaut Family Foundation