Awards and Accolades



Dark blue background with text, 2018,2019, 2021, and 2022 Forbes: Best-In-State Wealth Advisors (California) 2017-2019 Forbes: Next-Gen Wealth Advisors



Forbes Article button Dark blue background with text,



Forbes’ Top Next-Gen Wealth Advisors, September 3, 2019, July 25, 2018, and July 25, 2017, each based on the 12-month period ending March 31 of the year in which published, and Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 11, 2021, February 21, 2019, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see