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Jennifer Ellison, CFA

Principal LinkedIn

About

Jennifer serves as the Head of Institutional Client Services and also provides comprehensive investment and planning advice to individual clients, with a 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

  • B.A. in Business Administration, Seattle University

Highlights

  • Chartered Financial Analyst®
  • Member of the Burlingame Library Foundation Advisory Board. Previously served on Board of Directors
  • Member of the CFA Institute
  • Member of the Financial Women’s Association
  • Sustaining member of Junior League of San Francisco
  • Volunteer with Rock The Street, Wall Street
  • Past president and past member of the Peninsula Tennis Club Board of Directors
  • Former Member of National Association of Financial Executives
  • Ranked #49 on Forbes 2021 Top Women Wealth Advisors list
  • Ranked #5 on Forbes 2021 Best-In-State Wealth Advisors for the Northern California region
  • Ranked #23 on Working Mother's 2020 Top Wealth Advisor Moms list
  • Ranked #33 on Forbes 2020 Top Women Wealth Advisors list
  • Ranked #19 on Forbes 2020 Best-In-State Wealth Advisors for the Northern California region
  • Ranked #8 on Working Mother's 2019 Top Wealth Advisor Moms list
  • Ranked #20 on Forbes 2019 Top Women Wealth Advisors list
  • Ranked #24 on Forbes 2019 Best-In-State Wealth Advisors for the Northern California region
  • 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

AWARDS AND ACCOLADES

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