November 2, 2021 If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be aread more
With over 20 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. It’s how she builds collaborative, long-term relationships that are more rewarding for everyone. Having spent the formative years of her childhood overseas, Janet initially thought she wanted to go into foreign service. She obtained a liberal arts degree and worked in Washington, D.C. for a few years but quickly learned that was not her passion. While pursuing her M.B.A. at George Washington University, she was drawn to investments and found that she loved it. Within two years of completing her master’s degree, Janet started the CFA curriculum and began working for Barclays Global Investors. While 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 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. In addition, Janet’s experience as an entrepreneur and business owner inform her work with clients, having started her own investment practice in 2010 which she and her business partner sold to Sand Hill in 2019. Shared investment philosophies and a belief that the client’s interests always come first make this union a perfect fit. 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.
Outside of work, Janet likes to read, swim laps, tend to her garden, and hike with her husband. Hailing from a family of musicians, she’s also an avid drummer who loves to bang on her acoustic set. She’s been volunteering at Financial Planning Days through the San Francisco chapter of FPA since its inception in 2010 and enjoys educating others about financial planning at every level of knowledge and need.