Professional Financial Advisors in the Bay Area and Beyond
Meet Our Team
We're here to guide you with trust, care, and a commitment to your dreams.
Pamela A. Jacobs
BS, CFP®
Co-Founder & Managing Partner
Michael B. Hansen
MS Economics, CFP®
Co-Founder & Managing Partner
Courtney J. Montecino
MS, FPQP™
Client Associate
Why We’re Here
Our Mission
Trust and an honest commitment to serving you to the best of our ability are at our core. We're passionate about creating a relationship with each of our clients built upon a true understanding of your values.
We also believe wealth is not the only symbol of success. Commitments to family and friends, building up communities, and helping to create a better world are values we hold dear, as do many of the clients who decide to work with us.
Our goal is to be the first phone call you make when life suddenly changes, and you need that trusted advocate to listen and reassure you that we've got this. Then, we will guide you in making the next best step in your life.
Our Process
Our Certified Financial Planners® are exceptional listeners, ensuring we understand your values, goals, dreams, and pain points. Our approach allows us to lean in and learn about your unique needs and how you want to live your life.
Knowing what is important to you is our priority. With our experience and expertise, we tailor our recommendations to suit your needs, empowering you to live an inspired and purposeful life.
Let’s Build Your Future Together. Ready to create a financial plan that reflects your values?
We’re here to help.
Your trusted partner in financial growth and investment success, committed to securing your financial future.
