Janet Lynn Hoffmann
Fondateur chez Integral Financial Solutions LLC
Profil
Ms. Janet L.
Hoffmann, CFA MBA, is a Senior Wealth Manager & Shareholder at Sand Hill Global Advisors LLC and a Principal at Integral Financial Solutions LLC.
With over 20 years of experience in financial planning and wealth management, she 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.
She received her B.A.
International Relations & French degree from Claremont McKenna College and an MBA in Finance from George Washington University.
Postes actifs de Janet Lynn Hoffmann
| Sociétés | Poste | Début |
|---|---|---|
Integral Financial Solutions LLC
 Integral Financial Solutions LLC Investment ManagersFinance Integral Financial Solutions LLC operates as an independent wealth advisory firm. The company was founded by Janet L. Hoffmann and Barry R. Taylor in 2010 and is headquartered in San Francisco, CA. | Fondateur | 01/01/2010 |
Sand Hill Global Advisors LLC
 Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Gestionnaire de Portefeuille-Actions | 01/11/2019 |
Formation de Janet Lynn Hoffmann
| George Washington University | Masters Business Admin |
| Claremont McKenna College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Finance |
Integral Financial Solutions LLC
Integral Financial Solutions LLC Investment ManagersFinance Integral Financial Solutions LLC operates as an independent wealth advisory firm. The company was founded by Janet L. Hoffmann and Barry R. Taylor in 2010 and is headquartered in San Francisco, CA. | Finance |