Since 2018, Tanya Shaw Steinhofer has been working in Money Quotient 101, 101. Tanya is a qualified Advisory Board Member with over 26 years of work experience. According to Tanya's CV and work profile, Tanya has worked at more than 15 places with diverse backgrounds and got different skills. Tanya attended school at the University of California, Berkeley, Haas School of Business from 1997 to 1999. Tanya Shaw Steinhofer can be found in San Francisco, California – where this professional is currently located. You can search for the person's email address and phone number. We can also provide you exhaustive contact information upon request.
Name variants:
Tania Steinhofer
Last updated Jun 20, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ta**@redwoodgrovewm.com, ta**@gmail.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Advisory Board Member
1045 northeast Oneonta St, Portland, OR 97211
Serve on the advisory board of Money Quotient, a non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage...
from Jan 2018
Advisory Board Member
555 California St SUITE 4925, San Francisco, CA 94104
Serve on advisory board of Bay Area Financial Education Foundation, a non-profit whose mission is to empower Bay Area youth to make wise financial decisions.
from Jan 2015
Chair
2014 Chair for the San Francisco chapter of the Financial Planning Association and the regional Presidents' Council. Responsible for strategic planning and direction of the chapter.
Jan 2014 — Dec 2014
President
2013 President for the San Francisco chapter of the Financial Planning Association. Responsible for strategic planning and direction of the chapter.
Jan 2013 — Dec 2013
Programs Chair
Planned monthly chapter meetings.
Jan 2010 — Dec 2011
Speaker Liaison Volunteer
Speaker liaison volunteer for the FPA Norcal conference planning committee. Responsible for lining up speakers, working with them on their presentations, ensuring they are well cared for bef...
Aug 2009 — Jun 2010
Founder and Principal
California
Comprehensive financial planning and portfolio management for women and families with young children. Expertise in socially responsible/sustainable investing.
from May 2009
Business Connector
California
Business Connector at networking events featuring students and graduates of the business program. Use Spanish language skills to interact with attendees in their native language.
Apr 2009 — May 2014
Advisor
930 Montgomery St SUITE 300, San Francisco, CA 94133
Advise on portfolio construction, asset allocation and manager selection for high net worth clients of HIP Investor, a registered investment adviser focused on maximizing human impact AND pr...
Jan 2009 — May 2014
Wealthcare Volunteer Coach
235 Montgomery St SUITE 470, San Francisco, CA 94104
Trained as a client financial coach. Work with alumni from EARN's Individual Development Account (IDA) program to develop and implement financial plan.
Jan 2008 — Dec 2009
Chairman Mba 1999 Class Gift Committee
Berkeley, CA
Chair of the MBA Class of 1999 Class Gift Committee, with responsibility for organizing and motivating a ten person committee in its fundraising effort for the Haas Annual Fund. MBA 1999 has...
Jan 2005 — Jun 2009
Senior Research Analyst and Investment Advisor
580 California St, San Francisco, CA 94104
Asset class and money manager research and due diligence with emphasis on hard assets (real estate, commodities, MLPs), fixed income and sustainable/socially responsible investing.
Aug 2004 — Mar 2009
Vice President
Buy-side equity analyst covering REITs for a multi-billion dollar REIT money management firm. Followed a group of equity REITs and made buy/sell recommendations based on fundamental analysis...
Feb 2001 — Apr 2003
Research Associate
200 West St, New York, NY 10006
Sell-side equity analyst covering REITs. Conducted fundamental analysis of companies and the industry. Made buy/sell recommendations. Wrote research reports and communicated ideas to other t...
Aug 1999 — Jan 2001
Education
1989 — 1993
Occupations
Executive
Founder
Professor
School Principal
Board Member
Non-Profit
Founding Member
Chief Executive
School Administrator
Educational Manager
Management Team Executive
Operations Manager
Skills
Fluent In Spanish
Conversant In Italian and French
Sustainable Investing
Personal Financial Planning
Portfolio Management
College Funding Strategies
Financial Education
Strategic Financial Planning
Asset Allocation
French
FAQs about Tanya Shaw Steinhofer
What's the profession of Tanya Shaw Steinhofer?
This professional's job is Advisory Board Member
What jobs is Tanya a professional at?
Tanya Shaw Steinhofer is proficient at such jobs as Executive and Founder.
Where does Tanya Shaw Steinhofer currently live?
Tanya Shaw Steinhofer lives in San Francisco, California.
What is the expert's email?
The professional's email is ta**@redwoodgrovewm.com and ta**@gmail.com.
Where did Tanya Shaw Steinhofer work?
Tanya Shaw Steinhofer worked at Money Quotient, Bay Area Financial Education Foundation.
What education does Tanya Shaw Steinhofer have?
Tanya studied at the University of California, Berkeley, Haas School of Business from 1997 to 1999.
What languages does Tanya Shaw Steinhofer speak?
Tanya Shaw Steinhofer speaks Spanish, French, and Italian.
Are there any industries, that Tanya Shaw Steinhofer is connected to?
Tanya Shaw Steinhofer works in Investment Management industry.