About 

I am Tiffany Kent, CFP ®, and I spent the first 25 years of my career as a Wall Street equity research analyst and portfolio manager at hedge funds, Goldman Sachs, Credit Suisse and Disney. 

Now I’m a financial advisor who specializes in financial literacy and empowering women and anyone else going through a major life change — divorce, career change, job loss, empty nester, death of a spouse, etc. — to get more active and engaged in growing their wealth.

I’m a quant jock (Wall Street speak for number cruncher) with a Harvard MBA, a BA in Economics from UC Berkeley, and a disciplined and analytical mindset. My passion is digging into fundamentals of stocks and funds and macro economic trends to find smart risk-adjusted investments for my clients so they can secure their financial future.

I’m also a married mom with 3 kids and a dog named Holly, and I’m hands-off mom when it comes to letting my kids learn and fail and grow as young humans, but when it comes to math and economics and investing I’m hands-on and try to turn everyday life into teachable moments.

After a midlife crisis and dread over the prospect of spending the rest of my life in Wall Street’s toxic masculine eat-what-you-kill culture, I had a lightbulb moment: I needed to think and act like the CEO of my own life, and embrace a growth mindset.

I went back to school and got my CERTIFIED FINANCIAL PLANNER ™ credential and became a financial advisor, and spent an enormous amount of time reading books and learning new things. Now I use my wisdom and experience to help others become the CEO of their lives, too. 

The secret to success is the power to serve others by being authentic and relatable as I help people improve their lives financially, professionally and personally. I show women, business owners and retirees that the ups and downs of the financial markets and real life are normal and OK, and you can’t let that fear scare you away from making smart data-driven decisions. 

People often ask me about my career pivot after age 40 and how I knew what to do. The answer is that it took some soul searching and things were awful for a while, but I knew the right path forward when it occurred to me. I did the hard work because I wanted my kids to be proud of me and see their mom working toward something she believed in. My advice to clients is: invest in yourself and get comfortable with the amount of risk that’s right for you, and that will empower you to pursue your dreams and build your legacy.

Speaking Events