Tanya Shaw Steinhofer
CFA, CFP®, Principal
Tanya is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) with over 15 years 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 a local 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 for non-profits such as Women’s Initiative for Self-Employment and Junior Achievement. She serves on the advisory board of the Bay Area Financial Education Foundation. She is a Past President of 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. Her passions outside of work and family include running, cycling, skiing, gardening and traveling.
Client Care Coordinator
Jill is the Client Care Coordinator for Redwood Grove Wealth Management with over 13 years of experience in client relationship management. She is passionate about helping people & providing high quality, customized care and hands-on attention to each individual client, assisting them through the process of working closely with their Certified Financial Planner.
Jill spent a number of years in the real estate field, both as a Licensed Assistant in Marin and as a Broker in Portland, Oregon, where she co-founded the Lake Oswego Business Group. After returning to California, she became an Account Executive for Comcast Corporate, serving the needs of large property owners and negotiating long-term contracts.
Jill has a BA in Psychology with a minor in Education from UC Berkeley.
When Jill is not working with clients, she enjoys volunteering at both of her daughters’ schools and coaching youth volleyball. She cherishes time spent with her family and friends, hiking, traveling, cycling and embarking on new adventures.