Erin Niehaus CFP®, CEPA
Hello 👋🏼 I'm Erin. I became a CFP®, because I knew too many people who made money mistakes in dealing with death, divorce and compensation choices that could have been avoided with a trusted financial advisor and proper planning. My focus is on tax-optimized, cost-efficient investment strategies, underpinned by comprehensive financial planning for liquidity, lifestyle, and legacy objectives. I specialize in helping executives, women and families. As a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planner, I counsel private business owners to enhance business valuations and facilitate smooth transitions.
San Francisco, CA
“My superpower lies in simplifying financial discussions, making planning and investing both manageable and solution-oriented, and effectively communicating these concepts to all stakeholders.”
Michaela’s published work
Market Updates & Economic Outlook
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How can I help?
Investment Management
Alternatives Investing
Investing for Women
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Erin.
Get to know Erin
Erin Niehaus joins Savvy Advisors after her tenure at JPMorgan, where she specialized in the Private Bank, providing comprehensive financial planning, banking, liquidity management, and investment strategies for venture capital and private equity funds and their partners. Before her time at JPMorgan, Erin worked at Bordeaux Wealth Advisors, a Barron's Top 100 Advisory firm based in Menlo Park.
She began her career as an equity research analyst at Jennison Associates Capital Corp, managing a $150 billion pension fund in New York. Subsequently, she transitioned to Silicon Valley to help establish Bowman Capital, a $4 billion hedge fund focused on high-tech investments. She served as a portfolio manager and led stock research in semiconductors and wireless technologies.
Erin continued her journey as a portfolio manager at RS Investments in the Growth Equity group, before embarking on her entrepreneurial path as head of strategy and growth for two startups. She graduated from Georgetown University as a Baker Scholar and earned her MBA from the Stern School at New York University.
An accomplished professional, Erin is a CERTIFIED FINANCIAL PLANNER™, a Certified Exit Planner (CEPA), and holds the Series 65 license. Additionally, she is a licensed insurance broker.
(2022) Barron’s Top 100 Advisory Firms ranking is derived from data provided by firms that wish to be included in the ranking. Barron’s verifies the data then applies a ranking formula to the data to generate a rating that is based on assets, revenue and quality of practice.
Book a 30-min introductory call with Erin.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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