Tiffany Lesser, FPQP™

Talent Manager

About Tiffany

In her role as Talent Manager, Tiffany is responsible for the recruiting, onboarding of new hires, and managing the entire employee experience to promote company culture and professional development. She builds meaningful relationships with candidates by providing an excellent experience from first conversation to onboarding and beyond. She is a champion of the Summitry brand and culture, collaborating with Leadership to enhance the firm’s cherished culture that embraces our core values: care, growth, and drive.

Tiffany has been working in financial services since 2008. Prior to joining Summitry 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 Summitry’s Philanthropy Committee and helping those in need.

She resides in San Mateo with her husband and their precious daughter, and enjoys making cards, cooking, baking, and Korean dramas.

Q & A

  • What does “living your best Bay Area Life” mean to you?

    Having the luxury of enjoying both the rural and suburban life, surrounded by our family and enjoying simple pleasures like experiencing new eateries nearby.
  • What are some of the challenges you face living in the Bay Area?

    Rising home prices as we try to balance being able to afford having more children and all the college expenses that come along with that joyful responsibility of growing a family.
  • Discuss a personal accomplishment that you’re particularly proud of.

    When I was in Thailand, I challenged myself to say “yes” to all new experiences. I actually lived that out and got to experience a lot of firsts: shooting a rifle, smoking a cigarette, eating pig’s blood, dog, rats, and drinking from a cup that was passed around from villager to villager (significant since I am OCD about germs). The lesson I learned was being able to step out of my comfort zone and take new risks that I never thought I would be able to handle.
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Advisor Group Manager