Janet L. Hoffmann, CFA, CFP®
Janet holds both the Certified Financial Planner™ certification and the Chartered Financial Analyst designations putting her in a group of fewer than 4,000 professionals in the United States who are “dual-certified.” Janet provides investment advice, portfolio design, and financial planning to her clients. She is responsible for investment research which includes socially responsible investments.
Before co-founding IFS, Janet worked at Bingham, Osborn & Scarborough, a San Francisco based wealth management firm, as a portfolio manager. She was directly involved in financial planning and investment recommendations for all of her clients. Additionally, she was a member of the firm’s Core Investment Committee. Janet also enjoyed her time at Barclays Global Investors, where she worked in institutional sales and portfolio management. She also worked for Horsley Bridge Partners, analyzing venture capital partnerships, and at Sallie Mae, in product development and government relations roles. Janet is a member of the CFA Institute, the CFA Society of San Francisco, and the Financial Planning Association.
Janet 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.
In her spare time, Janet likes to hike with her husband, read, and channels her inner rock star by playing drums.