Our Team

Meet our Bay Area Female-Owned Financial Advisory Firm, serving clients nationwide.

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An Award Winning Advisory Team


ThinkAdvisor Luminary

Thought Leadership & Education
Members of the Class of 2021 LUMINARIES were selected by a panel of judges from across the advice industry, as well by the ThinkAdvisor editorial team.


InvestmentNews Women to Watch

Diane Bourdo was named to InvestmentNews’ 2020 Women to Watch recognition program, honoring 23 female financial advisers and industry executives who are advancing the financial advice industry.

Out of Office

Living Our Values

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If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?

Learn to invest like a woman.
Get your free copy of the book today!