Megan Breslin

Megan Breslin

Senior Wealth Manager
Shareholder
650-854-9150 LinkedIn

As a college athlete and a coach, Megan Breslin has always believed in the power of a team approach. From problem-solving for complicated lifestyles to helping quarterback clients’ financial futures, she brings a wealth of resources to bear and a personalized touch to helping make sure her clients have the peace of mind they need to sleep well at night. She values building common goals with her clients, supported by the full discipline of the Sand Hill team.

Megan’s career in wealth management actually began on a lacrosse field. While she was an economics major in college, personal finances were not something she learned about growing up. It was the father of one of her athletes that introduced her to the industry. Watching her mother and mother-in-law navigate the challenges of being widowed, Megan saw the monumental value-add of being ready to take on evolving life situations with confidence and preparation. And over the past 14 years as a wealth advisor, she has brought expertise, empathy, and an emphasis on education to every relationship.

Sports are still an integral part of Megan’s personal life. As a mom of three, Megan stays busy coaching and cheering on her kids’ teams, including baseball, softball, soccer, and lacrosse. She’s also an avid fan and frequent attendee at Stanford athletics events where her husband works. In her free time, Megan is passionate about cooking and entertaining. She loves throwing a great dinner party! Her ability to make those connections and attend to every detail serve her guests and Sand Hill clients beautifully.

Latest Blog Posts by Megan Breslin

Apr 29, 2024
Cyber Risk and How to Mitigate
Cyber Risk and How to Mitigate

Sadly, fraud attempts are becoming much more frequent in our client conversations, and the classic—but rather obvious—example of the ‘Nigerian Prince’ needing money is long

read more
Oct 30, 2023
Sand Hill University: Education for the Next Generation
Sand Hill University: Education for the Next Generation

To those of us that are parents, many would agree that our greatest asset is our children. We do our best to raise happy, healthy,

read more
Apr 25, 2023
Secure Act 2.0 | New Legislation Key Takeaways
Secure Act 2.0 | New Legislation Key Takeaways

April 25, 2023 In recent years, the U.S. retirement system has faced intense pressures. According to a Federal Reserve survey, in 2021, only 75% of

read more
Oct 25, 2022
Emotional Investing and How to Avoid It
Emotional Investing and How to Avoid It

October 25, 2022 2022 has delivered some record drops in both the stock and bond markets. In the month of September alone, the S&P broke

read more
Apr 29, 2022
College Savings
College Savings

April 29, 2022 In the fall semester of 2020 (the most recent available data through the Education Data Initiative), roughly 15.9 million undergraduate students were

read more
Nov 2, 2021
Capital Gains in Joint Ownership Accounts – Unmarried Parties
Capital Gains in Joint Ownership Accounts – Unmarried Parties

November 2, 2021 Joint ownership of an account can complicate how capital gains are dispersed and who is responsible for the taxes involved. Adding in

read more
Jul 30, 2021
Extra Life – Can Women Afford It?
Extra Life – Can Women Afford It?

July 30, 2021 People are living longer. This is generally a good thing. But how does this affect us financially? Can we afford it? Nowadays,

read more
View All

Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.