Special Recognition

2019 Five Star Wealth Manager


"It is an honor to be a recepient of this prestigious award for the 7th year and to be included once again in this select group of wealth managers, 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 associated with providing quality services such as credentials, commitment to clients, 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 2012, 2013, 2014, 2015, 2016, 2017, and 2019 Five Star Wealth Managers.