San Francisco, CA
Erin Niehaus
My 25-year career across top institutional investment firms, RIAs and a global private bank has centered on optimizing financial plans for sophisticated investors and ultra-high-net-worth families—complex portfolios, major liquidity events, and strategies built to span generations. I recently created a proprietary program for planning for aging parents, filling an unmet need I saw from my clients’ experiences. Today, I bring that institutional-grade rigor to the real-world challenges individuals and families actually face—the Great Wealth Transfer and intergenerational planning, career changes, divorce, the loss of a spouse—pairing the technical depth to solve them with the lived experience to understand them. As a CFP®, I focus on tax-optimized, cost-efficient portfolios grounded in planning for liquidity today, lifestyle for the years ahead, and legacy for the people who matter most.
Erin
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Savvy Investment Team
Elena Schumakoff
Elena serves as a Senior Client Service Associate, where she supports financial advisors in keeping client operations running smoothly and ensuring their clients receive a seamless, high-quality experience. She handles the behind-the-scenes work that makes it all possible: account administration, onboarding, and day-to-day support. With over seven years across financial services, client service, and operations, she's known for her attention to detail, professionalism, and commitment to building trust across every relationship. She holds a business degree from Saint Joseph's University in Philadelphia and is dedicated to continuous growth within the wealth management industry.
My superpower lies in simplifying financial discussions, making planning and investing both manageable and solution-oriented, and effectively communicating these concepts to all stakeholders.
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STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation, along with current economic data, to optimize your portfolio's risk and return.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
FACE YOUR UNIQUE CHALLENGES
Investing for Women
Empower women by breaking down barriers they encounter in financial management. Equip them with strategies to navigate financial challenges during life's curveballs, such as divorce or the loss of a family member.
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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.
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How did you become a financial advisor?
I've witnessed too many friends and family members making financial decisions that not only affected their own accounts, but also strained family dynamics. I moved from institutional money management to helping individuals after discovering that a close family friend's trusted accountant had been embezzling small amounts over many years while the friend battled cancer. No one should endure such betrayal. Another friend faced a divorce, only to find out that her ex-husband had been manipulating his spending with a future divorce in mind, leaving her with far less than she anticipated.
What types of clients do you work with?
I work with a diverse set of clientele which includes executives, business owners, women, and families.
What areas of expertise do you have?
My superpower lies in simplifying financial discussions, making planning and investing both manageable and solution-oriented, and effectively communicating these concepts to all stakeholders. I specialize in investment research and portfolio management, comprehensive financial planning, equity compensation strategies, and navigating complex situations such as death and divorce. I have created a proprietary system to help families plan for the challenges of aging parents.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
What kinds of strategies do you help clients with?
I enhance the execution of investment strategies and bolster asset protection through adept trust and estate planning, which includes appropriate asset titling and tax strategies, ILITs, and both revocable and irrevocable trusts. I seek cost efficiency through tax-conscious investment management and promote intra-family discussions. Additionally, I assist with education planning using 529 plans and guide philanthropic efforts employing DAFs, CRTs, and CLTs.
What is your favorite part of working with clients?
Creating structures that simplify and clarify how clients can see their assets and understand how to identify and then achieve their priorities. I also love getting to know their stories, their histories, their families and their interests.
What is it like partnering with Savvy?
We live in a digital world, and Savvy allows me to interact with my clients in simpler, more transparent ways. The visibility of the platform allows for richer and more productive client conversations, and gives clients more comfort with what is going on with their money. Clients also like to see all their finances in one place, and Savvy has the platform that supports it.
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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.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.