Tanya K. Steinhofer, CFA, CFP®, Principal

Tanya is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) with more than a decade of diverse investment industry experience, including expertise in real assets (e.g., real estate, commodities) and sustainable/socially responsible investing (SRI). She is passionate about helping women and families with young children with their finances.

Her prior experience includes several years as a Senior Research Analyst and Investment Advisor at Wetherby Asset Management, a San Francisco-based, independent wealth management firm. She began her investment career as an equity research analyst covering real estate investment trusts (REITs), first on the sell-side for Goldman Sachs in New York and then on the buy-side for a dedicated REIT money manager.

In addition to her professional experience, she is an active non-profit volunteer, with an emphasis on financial literacy. Most recently, she is serving as a Business Connector for Women’s Initiative for Self-Employment. She has also volunteered with Junior Achievement. She is Programs Chair for the Financial Planning Association of San Francisco and a member of the CFA Society of San Francisco. Her education includes both a BA and an MBA from UC Berkeley.

She lives in Mill Valley with her husband, Eric, and two children. Her passions outside work include running, cycling, gardening, cooking and traveling.