5-Star Wealth Manager Award, San Francisco East Bay
Multiple Time Recipient 2012, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023!
Given to a very small group of select local money managers.
Additional Distinctions
Listed among Top 50 RIA Firms in the U.S.
Per ETF.com - criteria ranged from client retention rates to portfolio performance, breadth of specialties, size of practice, a multitude of client portfolio demographics, and information provided by the U.S. SEC.
Highly Reviewed College Course Instructors
Highly reviewed instructors by class participants from our "Successful Retirement Planning" classes taught at JFK University.
Ten Most Dependable Wealth Managers
Named to the Ten Most Dependable Wealth Managers of Northern California, as seen in Forbes Magazine, published in 2007.
Top Financial Planners in U.S.
Selected among Top Financial Planners in the U.S. to co-author "Achieve Retirement & Education Security". Book published in 2005.