Tanya K. Steinhofer
REDWOOD GROVE WEALTH MANAGEMENT | Principal
SAN RAFAEL, CA 94903
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CRD#: 4012338
Professional summary
Tanya Koreen Steinhofer, CFP®, who also goes by Tanya Koreen Shaw, is a registered financial advisor currently at REDWOOD GROVE WEALTH MANAGEMENT located in San Rafael, California.
Tanya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Tanya has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Biography
Tanya is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) with over 20 years of diverse investment industry experience, including expertise in real assets and sustainable/impact/ESG (environmental/social/governance) investing. 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 Junior Achievement and local schools. She is currently on the Programs Committee of the Financial Planning Association of San Francisco and is a member of the CFA Society of San Francisco. Previously, she served on the advisory boards of the Bay Area Financial Education Foundation, whose mission is to improve the financial literacy of Bay Area youth, and Money Quotient, whose mission is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning. She is a Past President of the Financial Planning Association of San Francisco. In recognition of her contributions to the profession and community, she was awarded the 2017 Heart of Financial Planning by the Financial Planning Association. 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.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Socially Responsible Investing
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Budgeting
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Buying a Home
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Getting Married
Mutual Funds
Real Estate
Insurance
Job Loss
Retirement
Stocks & Bonds
Life Planning
Starting a Family
Sudden Wealth
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Tanya Koreen Shaw
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tanya Koreen Steinhofer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
August 24, 2009 - Present
REDWOOD GROVE WEALTH MANAGEMENT
Office #1: 3950 Civic Center Dr. Suite 210, San Rafael, CA 94903RIA
CRD#: 150667
SAN RAFAEL, CA
Past
April 13, 2006 - July 1, 2009
LNW
RIA
CRD#: 107341
SAN FRANCISCO, CA
Past
February 12, 2001 - March 31, 2003
LEND LEASE CAPITAL MARKETS, INC.
BD
CRD#: 21190
ATLANTA, GA
Past
November 4, 1999 - January 5, 2001
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RG
REDWOOD GROVE WEALTH MANAGEMENT
REDWOOD GROVE WEALTH MANAGEMENT | STEINHOFER, TANYA KOREEN | REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD#: 150667 / SEC#: 801-126069
RIA
Registered Investment Advisory firm - (7/11/2022 Approved)California
Registered Investment Advisory firm - (8/28/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/24/2009)
IAR
Texas(11/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RG
REDWOOD GROVE WEALTH MANAGEMENT
REDWOOD GROVE WEALTH MANAGEMENT | STEINHOFER, TANYA KOREEN | REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD#: 150667 / SEC#: 801-126069
RIA
Registered Investment Advisory firm - (7/11/2022 Approved)California
Registered Investment Advisory firm - (8/28/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3950 Civic Center Dr. Suite 210, San Rafael, CA 94903
Mailing Address
Phone number
(415) 737-5003
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 260 |
| AUM (Assets Under Management) | $ 131,765,735 |
Red Flags
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Company Information
REDWOOD GROVE WEALTH MANAGEMENT
PrincipalCRD#: 150667San Rafael, CA 94903TRUST BUT VERIFY
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Contact information
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