Janet Hoffmann

Janet Hoffmann is a Senior Wealth Manager and Shareholder at Sand Hill Global Advisors, a San Francisco–based independent wealth management firm. She holds both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations and brings nearly 30 years of experience in financial planning, portfolio management, and wealth management.

She earned a B.A. in International Relations and French from Claremont McKenna College and an M.B.A. in Finance from The George Washington University School of Business. Her earlier career spanned several institutional finance roles: Product Development Specialist at Sallie Mae, Research Analyst at the fund-of-funds firm Horsley Bridge Partners, Assistant Portfolio Manager and Client Relationship Associate at Barclays Global Investors, and Portfolio Manager at the wealth management firm Bingham, Osborn & Scarborough, LLC.

In 2010, Hoffmann left Bingham, Osborn & Scarborough together with business partner Barry Taylor to co-found Integral Financial Solutions, LLC, a San Francisco registered investment advisor. The firm grew to roughly $200 million in assets under management. In November 2019, Integral Financial Solutions was acquired by Sand Hill Global Advisors — Sand Hill's first RIA acquisition, part of a stated strategy to grow toward $5 billion in total assets. Hoffmann and Taylor joined Sand Hill as part of the transaction; CEO Brian Dombkowski cited cultural alignment and a long-standing referral relationship as the rationale.

At Sand Hill, Hoffmann specializes in wealth management for women navigating major life transitions and in socially responsible / ESG investing strategies for high-net-worth clients.

• Discipline: Wealth and portfolio management for individuals and families — comprehensive financial planning, not early-stage venture investing.
• Specialties: Socially responsible / ESG investing and advising women experiencing major life transitions (divorce, widowhood, inheritance, career change).
• Credentials-driven approach: Holds CFA and CFP® designations, signaling a research- and fiduciary-oriented, long-horizon investment philosophy.
• No verified angel/seed thesis: Despite the database label, no public statement of a startup investment thesis, target check size, or sector focus for early-stage companies was found.