Janet Hoffmann, Cfa, Cfp® Email & Phone Number

San Francisco Bay Area

As 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.

San Francisco Bay Area

Founder 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

Provided 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.

• 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.

Analyzed and interpreted quarterly financial statements of venture capital partnerships for a private equity money manager.

• 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.

Mba, Finance

Bachelor Of Arts (B.A.), Int'L Relations + French

Education record

Education record