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Jennifer Ellison, CFA

Principal

Jennifer provides comprehensive investment and planning advice to individual and institutional clients, with specialty in working with people in transition and entrepreneurs with substantial equity awards. Many of Jennifer’s clients are women seeking financial advice about career changes, divorce, remarriage, and retirement.

Jennifer’s ideal client has a moderate to complex financial life and can benefit from tax planning, oversight of private/illiquid investments, liability risk assessment, intergenerational estate transfer planning, lifetime cash flow analyses, and strategic planning around charitable giving, use of retirement vehicles, and/or equity compensation awards.

Jennifer lives in Burlingame with her family.

Education
  • BA in Business Administration, Seattle University
Highlights
  • Jennifer Ellison, Chartered Financial Analyst
  • Member of the Burlingame Library Foundation Board of Directors
  • Member of the Peninsula Tennis Club Board of Directors
  • Member of CFA Institute
  • Member of Financial Women’s Association
  • Member of National Association of Financial Executives
  • Sustaining Member of Junior League of San Francisco
  • San Francisco Business Times | Most Influential Women in Bay Area Business 2018
  • Ranked #17 on Forbes 2018 Top Women Wealth Advisors list
  • Recognized by Forbes Magazine as one of the Best Wealth Advisors in California in 2018
  • Recognized by Working Mother as one of the Top Wealth Advisor Moms in 2018 and 2017
  • Recognized by Barron’s Magazine as one of the Top 100 Women Financial Advisors in 2017, 2016, 2015, 2014
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