The Advisory Group of San Francisco, LLC

Tanya Rapacz is a CFP® professional with 16 years of experience in the financial services industry. She has been with The Advisory Group of San Francisco, LLC since 2023 and previously worked at Arthur Stein Financial, LLC and Zeiders Enterprises. Outside of her advisory role, she owns and operates The Partnership Resource, where she provides consulting on mergers, conflict resolution, and succession planning, and also speaks and blogs on these topics. 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 diversified investment approach incorporating asset allocation, periodic rebalancing, tax-loss harvesting, and a mix of active and passive funds, with a focus on aligning portfolios with client goals and risk tolerance.

Lisette Smith is a CFP® with 18 years of industry experience. She has worked at The Advisory Group of San Francisco, LLC since 2016 and previously was with The Partnership Resource and Mediation Works. 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 goal-based investment approach using asset allocation, rebalancing, tax-loss harvesting, and a mix of active and passive funds, and provides specialized services such as retirement-plan management and institutional support.

Christopher Low is a financial advisor with Fiduciary Benefits Group in San Diego, CA, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 14 years before joining Fiduciary Benefits Group and The Advisory Group of San Francisco in 2025. Fiduciary Benefits Group is a fee-only SEC-registered investment adviser serving individual clients, including high-net-worth individuals, and employer retirement plan sponsors. The firm combines passive and active strategies with a focus on asset allocation and personalized investment policy statements, managing portfolios across various asset classes and providing retirement plan consulting and discretionary management.

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 industry experience, currently with The Advisory Group of San Francisco, LLC. Her prior roles include positions at The Table Financial Planning and Worth Winning. Outside of financial advising, she owns Lovemariame, a business in Vienna, VA, where she provides guidance sessions. The Advisory Group of San Francisco, LLC is a fee-only registered investment adviser serving individual and institutional clients. The firm employs a goal-oriented investment approach using asset allocation, rebalancing, tax-loss harvesting, and a combination of active and passive funds, including Dimensional Fund Advisors (DFA) products.