Special Recognition

2021 Five Star Wealth Manager


“It is an honor to be a recipient of this prestigious award for the 8th year and to be included once again in this select group of advisors, which represents 8% of the wealth managers in the San Francisco East Bay area".


Five Star Professional conducts in-depth, market-specific research covering 45 major markets across the United States and Canada to identify outstanding service professionals.

The Five Star Wealth Manager award is based on 10 objective criteria, such as industry experience, number of households served, client assets, client retention, education and professional designations, and regulatory and compaint history.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2019 and 2021 Five Star Wealth Managers.