Janet Hoffmann, Cfa, Cfp®
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Janet Hoffmann, Cfa, Cfp® Email & Phone Number

Senior Wealth Manager at Sand Hill Global Advisors at Sand Hill Global Advisors
Location: San Francisco, California, United States 6 work roles 4 schools
1 work email found @sandhillglobaladvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email j****@sandhillglobaladvisors.com
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Current company
Sand Hill Global Advisors
Role
Senior Wealth Manager at Sand Hill Global Advisors
Location
San Francisco, California, United States
Company size
33 employees

Who is Janet Hoffmann, Cfa, Cfp®? Overview

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Quick answer

Janet Hoffmann, Cfa, Cfp® is listed as Senior Wealth Manager at Sand Hill Global Advisors at Sand Hill Global Advisors, a company with 33 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at sandhillglobaladvisors.com and a matched LinkedIn profile for Janet Hoffmann, Cfa, Cfp®.

Janet Hoffmann, Cfa, Cfp® previously worked as Senior Wealth Manager at Sand Hill Global Advisors and Principal at Integral Financial Solutions, Llc. Janet Hoffmann, Cfa, Cfp® holds Mba, Finance from The George Washington University School Of Business.

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Email format at Sand Hill Global Advisors

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*@sandhillglobaladvisors.com
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AeroLeads found 1 current-domain work email signal for Janet Hoffmann, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Janet Hoffmann, Cfa, Cfp®

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/

Listed skills include Investments, Equities, Asset Allocation, Strategic Financial Planning, and 3 others.

Current workplace

Janet Hoffmann, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Sand Hill Global Advisors
Sand Hill Global Advisors
Senior Wealth Manager at Sand Hill Global Advisors
palo alto, california, united states
Website
sandhillglobaladvisors.com
Employees
33
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6 roles · 30 years

Janet Hoffmann, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Manager

Current
Sand Hill Global Advisors

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.

Nov 2019 - Present

Principal

Integral Financial Solutions, Llc

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
Mar 2010 - Nov 2019

Portfolio Manager

Bingham, Osborn & Scarborough

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.

Jun 2004 - Feb 2010

Asst Pm (2001 - 2003), Client Relationship Associate (1999 - 2001)

Barclays Global Investors
  • 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.
Sep 1999 - May 2004

Research Analyst

Horsley Bridge Partners

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

1998 - 1999 ~1 yr

Product Development Specialist

Sallie Mae
  • 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.
1996 - 1997 ~1 yr
Team & coworkers

Colleagues at Sand Hill Global Advisors

Other employees you can reach at sandhillglobaladvisors.com. View company contacts for 33 employees →

LC Liz Cody Liz Cody Colleague at Sand Hill Global AdvisorsBurlingame, California, United States, United States View → BT Barry Taylor Barry Taylor Colleague at Sand Hill Global AdvisorsSan Francisco, California, United States, United States View → SN Son Nguyen Son Nguyen Colleague at Sand Hill Global AdvisorsAlameda, California, United States, United States View → GA George Angelopoulos, Cfa George Angelopoulos, Cfa Colleague at Sand Hill Global AdvisorsSan Francisco, California, United States, United States View → CL Cynde Lee Cynde Lee Colleague at Sand Hill Global AdvisorsPalo Alto, California, United States, United States View → KW Kimberleigh Williams, Cfp® Kimberleigh Williams, Cfp® Colleague at Sand Hill Global AdvisorsPalo Alto, California, United States, United States View → SP Steve Peterson, Cfp® Steve Peterson, Cfp® Colleague at Sand Hill Global AdvisorsPalo Alto, California, United States, United States View → GL Gina Lin Gina Lin Colleague at Sand Hill Global AdvisorsSan Francisco Bay Area, United States View → MG Makayla Garcia Makayla Garcia Colleague at Sand Hill Global AdvisorsSan Francisco Bay Area, United States View → MS Mark Strahs Mark Strahs Colleague at Sand Hill Global AdvisorsSan Francisco, California, United States, United States View →
4 education records

Janet Hoffmann, Cfa, Cfp® education

Education record

Tasis England
FAQ

Frequently asked questions about Janet Hoffmann, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

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 Sand Hill Global Advisors?

Janet Hoffmann, Cfa, Cfp® is listed as Senior Wealth Manager at Sand Hill Global Advisors at Sand Hill Global Advisors.

What is Janet Hoffmann, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @sandhillglobaladvisors.com for Janet Hoffmann, Cfa, Cfp® at Sand Hill Global Advisors.

Where is Janet Hoffmann, Cfa, Cfp® based?

Janet Hoffmann, Cfa, Cfp® is based in San Francisco, California, United States while working with Sand Hill Global Advisors.

What companies has Janet Hoffmann, Cfa, Cfp® worked for?

Janet Hoffmann, Cfa, Cfp® has worked for Sand Hill Global Advisors, Integral Financial Solutions, Llc, Bingham, Osborn & Scarborough, Barclays Global Investors, and Horsley Bridge Partners.

Who are Janet Hoffmann, Cfa, Cfp®'s colleagues at Sand Hill Global Advisors?

Janet Hoffmann, Cfa, Cfp®'s colleagues at Sand Hill Global Advisors include Liz Cody, Barry Taylor, Son Nguyen, George Angelopoulos, Cfa, and Cynde Lee.

How can I contact Janet Hoffmann, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Janet Hoffmann, Cfa, Cfp® at Sand Hill Global Advisors, including work email, phone, and LinkedIn data when available.

What schools did Janet Hoffmann, Cfa, Cfp® attend?

Janet Hoffmann, Cfa, Cfp® holds Mba, Finance from The George Washington University School Of Business.

What skills is Janet Hoffmann, Cfa, Cfp® known for?

Janet Hoffmann, Cfa, Cfp® is listed with skills including Investments, Equities, Asset Allocation, Strategic Financial Planning, Financial Services, Investment Management, and Portfolio Management.

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