Sheila Braun, CPA

Sheila Braun, CPA

CERTIFIED FINANCIAL PLANNERâ„¢

Sheila Braun joined Commonwealth Financial Network as a Financial Advisor in 2021. She holds the CERTIFIED FINANCIAL PLANNER™ professional certification.

Sheila received her undergraduate degree in 2011 from the Marshall Business School, Leventhal School of Accounting at the University of Southern California, graduating with Honors. She has held her Certified Public Accountant license for 10 years.

Sheila brings a wealth of knowledge to the Plan to Prosper team as well as to our clients from her decade of experience as a CPA at PricewaterhouseCoopers (PwC). In her most recent position as a mergers & acquisitions tax director at PwC, Sheila advised multinational corporations and private equity firms on issues related to all manner of domestic and international transactions. Specifically, leading cross-jurisdiction and cross-specialty teams to diligence, structure, negotiate, and execute domestic and cross-border deals. Sheila has strong experience in finance, tax, and investments.

Sheila made the decision to transition from her career at PwC and join Commonwealth because she is passionate about helping individuals and families achieve their personal and financial goals. Sheila has an excellent ability to connect with people and respond to their needs in an eloquent, caring, and intuitive way. Sheila believes in disciplined rules based investing and financial planning.

Sheila enjoys spending time with her husband, Matt, and son, Oliver, travelling with extended family especially to Hilton Head, SC, and everything related to nutrition and wellness!