Janet Hoffmann, Cfa, Cfp® Email and Phone Number
Janet Hoffmann, Cfa, Cfp® work email
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Janet Hoffmann, Cfa, Cfp® personal email
Sand Hill Global Advisors delivers wealth advisory and investment management services to individuals and families, as well as to endowments and foundations.• Senior Wealth Manager of an Employee-Owned firm• We have extensive experience handling the complex needs of individuals and families• Services include strategies around VC & executive compensation to retirement & estate planning• Visit: https://www.sandhillglobaladvisors.com/
Sand Hill Global Advisors
View- Website:
- sandhillglobaladvisors.com
- Employees:
- 33
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Senior Wealth ManagerSand Hill Global Advisors Nov 2019 - PresentSan Francisco Bay AreaAs a Sand Hill Senior Wealth Manager, Janet strives to be a trusted advisor to all her clients, and takes earning that trust very seriously. A member of a unique group of dual-certified professionals having obtained both the CFA designation and CFP® certification, Janet provides a specialized depth of insight. She focuses on providing wealth management to women, especially those going through a major transition such as divorce, as well as helping clients implement unique portfolio customizations, such as socially responsible investing. Janet is as approachable as she is knowledgeable and takes a comprehensive, forward-thinking approach to financial planning. She combines attention to detail with a genuine desire to understand the “big picture” for each client so she can help them reach their individual goals.
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PrincipalIntegral Financial Solutions, Llc Mar 2010 - Nov 2019San Francisco Bay AreaFounder and Principal. Grew investment advisory / financial planning practice from $0 to $200M. Sold to Sand Hill Global Advisors in late 2019. • Provided comprehensive financial planning / investment management services to individuals and families.• Chief Investment Officer• Chief Compliance Officer -
Portfolio ManagerBingham, Osborn & Scarborough Jun 2004 - Feb 2010Provided investment advice, portfolio design, and financial planning to private and institutional clients. Involvement in both the financial planning and investment committees. Investing expertise in international equities and socially responsible investing. -
Asst Pm (2001 - 2003), Client Relationship Associate (1999 - 2001)Barclays Global Investors Sep 1999 - May 2004• Assisted three portfolio managers in managing twenty-five international fundsClient Relationship Associate• Managed relationships with large defined benefit pension clients (public, corporate, foundations) in a team environment. Served as BGI liaison for client inquiries on product information, performance, billing, client reporting, securities lending, derivatives, and special requests. -
Research AnalystHorsley Bridge Partners 1998 - 1999Analyzed and interpreted quarterly financial statements of venture capital partnerships for a private equity money manager.
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Product Development SpecialistSallie Mae 1996 - 1997• Created underlying model for Sallie Mae website loan calculator. Produced quarterly report for Sallie Mae repayment options and borrower benefits programs, compared repayment trends with original forecasts. • Evaluated total dollar savings and borrowers' IRR for Sallie Mae loan products and compared results with competitors’ products.• Developed widely distributed biweekly legislative analysis. Attended, summarized Congressional hearings.
Janet Hoffmann, Cfa, Cfp® Skills
Janet Hoffmann, Cfa, Cfp® Education Details
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Int'L Relations + French -
Tasis England
Frequently Asked Questions about Janet Hoffmann, Cfa, Cfp®
What company does Janet Hoffmann, Cfa, Cfp® work for?
Janet Hoffmann, Cfa, Cfp® works for Sand Hill Global Advisors
What is Janet Hoffmann, Cfa, Cfp®'s role at the current company?
Janet Hoffmann, Cfa, Cfp®'s current role is Senior Wealth Manager at Sand Hill Global Advisors.
What is Janet Hoffmann, Cfa, Cfp®'s email address?
Janet Hoffmann, Cfa, Cfp®'s email address is ja****@****ons.com
What schools did Janet Hoffmann, Cfa, Cfp® attend?
Janet Hoffmann, Cfa, Cfp® attended The George Washington University School Of Business, Claremont Mckenna College, Golden Gate University, Tasis England.
What skills is Janet Hoffmann, Cfa, Cfp® known for?
Janet Hoffmann, Cfa, Cfp® has skills like Investments, Equities, Asset Allocation, Strategic Financial Planning, Financial Services, Investment Management, Portfolio Management.
Who are Janet Hoffmann, Cfa, Cfp®'s colleagues?
Janet Hoffmann, Cfa, Cfp®'s colleagues are Liz Cody, Jeffrey Abadie, Cfp®, Cynde Lee, Steve Peterson, Cfp®, Gina Lin, Makayla Garcia, Barry Taylor.
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