Normally a dry and straightforward topic, inherited IRA rules have been anything but over the last several years due to a number of recent changes
Certifications:
Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™ Practitioner
Education:
M.B.A. Finance – The George Washington University School of Business
B.A. International Relations & French – Claremont McKenna College
Experience:
Nearly 30 years of Investment and Wealth Management experience
Principal – Integral Financial Solutions, LLC
Portfolio Manager – Bingham, Osborn & Scarborough, LLC
Assistant Portfolio Manager, Client Relationship Associate – Barclays Global Investors
Research Analyst – Horsley Bridge Partners
Product Development Specialist – Sallie Mae
Professional Associations:
CFA Institute
With nearly 30 years of experience in financial planning and wealth management, Janet takes great pride in making sure her clients are invested in the decision-making process. She believes regular communication is key to building collaborative, long-term client relationships.
Having spent the formative years of her childhood overseas, Janet initially considered the foreign service. She obtained a liberal arts degree and, while working and obtaining an M.B.A. in Washington, D.C., she was drawn to investment and finance. Within two years of completing her M.B.A., Janet started the CFA curriculum while working for Barclays Global Investors. Although she enjoyed the intellectual stimulation of institutional investing, she wanted to focus more on building personal relationships, which led her to wealth management.
As a Sand Hill Senior Wealth Manager, Janet strives to be a trusted advisor. A member of an elite 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, particularly those going through major transitions such as divorce, retirement, career and/or estate changes. She also focuses on helping clients implement unique portfolio customizations, such as socially responsible investing.
Janet’s experience as an entrepreneur and business owner informs her work with clients – she started her own investment practice in 2010, which she and her business partner sold to Sand Hill in 2019. The shared investment philosophies and belief that the client’s interests always come first make this union between her firm and Sand Hill a perfect fit. Janet is as approachable as she is knowledgeable, and takes a comprehensive, forward-thinking approach to financial planning. Her attention to detail and genuine desire to understand the big picture for each client is of great help on their journey towards reaching their individual goals.
Outside of work, Janet likes to read, swim, garden, travel, and hike with her husband. Hailing from a family of musicians, she’s also an avid drummer. She is passionate about educating others in financial planning at every level of knowledge and enjoys providing pro bono work in the local San Francisco community.
