Special Recognition


2016 Women's Choice Award - Financial Advisor











The Women's Choice Award® - Financial Advisor by WomensCertified, Inc. is one of the premier recognition awards for advisors who provide quality service to their female clients and support the empowerment of women.  The award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

Jeff is proud to have been the first Financial Advisor in the greater San Francisco Bay Area to earn this distinction. This is Jeff's fourth year in a row and affirms his commitment to extraordinary service in addressing the financial needs of women and their families, including a specialty of serving women in transition.  Jeff was also featured in USA Today as one of the First 100 advisiors nationwide to win this prestigoius designation.


2015 San Francisco East Bay Five Star Wealth ManagerSM









The Five Star Wealth ManagerSM is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.

Jeff has earned this distinction for the fourth year in a row and is proud to once again be included in this select group.