Women's Choice Award®

Jeff was featured in USA Today as one of the First 100 recipients nationwide who have earned the prestigious Women’s Choice Award® for Financial Advisors designation, spotlighting his commitment to addressing the financial needs of women, couples, and their families, including a specialilty of serving women in transition.


The Women 's Choice Award® by WomensCertified, Inc., is a premier recognition award 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 be the first advisor in the greater San Francisco Bay Area to earn this recognition.  This award affirms Jeff's commitment to extraordinary service in addressing the financial needs of women and their families, including a specialty of servicing women in transition.