Tanya Elizabeth Rapacz
Investment adviser representative at The Advisory Group of San Francisco, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$809.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- The Advisory Group of San Francisco, LLCNov 2023 to now
- The Partnership ResourceSep 2012 to now
- Arthur Stein Financial, LLCJan 2019 to Nov 2023
- Zeiders EnterprisesSep 2018 to Jul 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
The Advisory Group of San Francisco, LLC
$809.9MAssets managed
140Clients
5Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4795967
- Firm CRD
- 108110