Tiffany Lessler, FPQP™
Financial Planning Associate Manager
Tiffany enjoys collaborating with the firm’s Financial Advisors and Operations team to provide financial planning and a superb level of service to our clients. In her role as a Financial Planning Associate Manager, she provides training and oversight to the Financial Planning Associates to develop and deliver excellent service to the firms’ clients. She thrives in running the Wealth Internship program, as she develops strong connections with new students and professors across the country.
Tiffany has been working in the industrial technology and financial services industries since 2006. Prior to joining Golub Group in 2012, Tiffany worked as a Client Services Associate for Fisher Investments’ U.S. division, and then as a Client Operations Specialist for their U.K. division, in their San Mateo office. She graduated from the University of California, Berkeley with a Bachelor of Arts in Mass Communications. She is a Financial Planning Qualified Professional (FPQP™) and member of the College for Financial Planning Alumni Association. She also finds great fulfillment through Golub Group’s Philanthropy Committee and helping those in need.
She resides in San Mateo with her husband Kyle, and enjoys making cards, baking, biking, Bombay Jam, and Korean dramas.