The Advisory Group of San Francisco, LLC

Tanya Rapacz is a CFP® with 17 years of experience in the financial industry. She has worked at The Advisory Group of San Francisco, LLC since 2023 and previously held roles at Arthur Stein Financial, LLC and Zeiders Enterprises. Outside of financial advising, she owns and operates The Partnership Resource, where she provides consulting on mergers, conflict resolution, and succession, and speaks and writes on these topics. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans. The six-advisor team manages approximately $810 million, employing a blend of modern portfolio theory, fundamental and quantitative analysis, active and passive mutual funds, and periodic portfolio rebalancing.

Lisette Smith is a CFP® with 18 years of industry experience, currently serving as part of the six-advisor team at The Advisory Group of San Francisco, LLC since 2016. The Advisory Group of San Francisco, LLC is an SEC-registered, fee-only advisory firm managing approximately $809.9 million for about 116 clients. The firm serves individuals, foundations and endowments, and retirement plans, employing a blend of modern portfolio theory with fundamental and quantitative analysis, and utilizes both active and passive mutual funds in its investment approach.

Christopher Low is a financial advisor with The Advisory Group of San Francisco, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at TIAA-CREF and Fiduciary Benefits Group. The Advisory Group of San Francisco is a fee-only advisory firm with a six-advisor team managing approximately $810 million for individuals, foundations, endowments, and retirement plans. The firm employs a blended investment approach incorporating modern portfolio theory alongside fundamental and quantitative analysis, utilizing both active and passive funds, including Dimensional Fund Advisors (DFA) funds.

Gregory Patterson is a financial advisor with The Advisory Group of San Francisco, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with the firm since 2000. The Advisory Group of San Francisco, LLC is a fee-only registered investment adviser serving individual and institutional clients, including foundations and endowments. The firm employs a client-focused investment approach using asset allocation, periodic rebalancing, and a mix of active and passive funds, with specialized services such as retirement-plan management and institutional support for pooled investment vehicles.

Kyle Dodson is a CFP® professional with two years of industry experience, currently serving at The Advisory Group of San Francisco, LLC. His prior roles include positions at The Connor Group, Truepoint Inc., and Valeo Financial Advisors. The Advisory Group of San Francisco, LLC is a fee-only registered investment adviser that serves both individual and institutional clients. The firm employs a goal-oriented investment approach using asset allocation, periodic rebalancing, tax-loss harvesting, and a combination of active and passive funds, including Dimensional Fund Advisors (DFA) offerings, while also providing specialized services for institutional pooled accounts and endowments.

Mariame Pierce is a CFP® professional with two years of experience currently working at The Advisory Group of San Francisco, LLC. She previously worked at The Table Financial Planning and Worth Winning, and she owns Lovemariame, a business providing guidance sessions. The Advisory Group of San Francisco, LLC is a fee-only advisory firm serving individuals, foundations, endowments, and retirement plans with a six-advisor team managing approximately $809.9 million. The firm employs a blend of modern portfolio theory and fundamental and quantitative analysis, offering discretionary investment management and integrated financial planning across multiple offices.