Erin Niehaus

Advisor @Savvy Wealth

Sausalito, CA, US
MOBILE NUMBERS
+14•••••••52

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WORK HISTORY

Oct 2024 — Present

Advisor @Savvy Wealth

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San Francisco, CA, US

Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy’s proprietary technology empower advisors to increase efficiency, scale revenue faster, and spend more time focused on their clients.

EDUCATION

N/A

Golden Gate University

Master’s Certificate, Financial Planning and Services

N/A

NYU Stern School of Business

Master of Business Administration , Finance

N/A

Georgetown University

Bachelor of Arts - BA, Government and International Affairs

SKILLS

CoachingAnalyticsSalesEntrepreneurshipStrategyFinancial AnalysisFinancial PlanningSales ManagementInvestmentsDigital StrategyFinanceRecruitingValuationStrategic Financial PlanningManagerial FinanceEquitiesRetailManagementPortfolio ManagementStart-UpsAnalysisStrategic PlanningMarketing Strategy

ABOUT ERIN NIEHAUS

With over 20 years in institutional investments and wealth management, I help individuals, families and foundations protect their assets and align strategies with their values. Known for integrity and purpose, I guide clients through complex decisions, making the impossible feel inevitable.

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