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On Martin Luther King Jr. Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Martin Luther King Jr. Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed on Monday, January 20.

SAN FRANCISCO
Jennifer George
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Multiple roles at RS Investments, most recently in client service for hedge fund investors
  • Past president, Peninsula Estate Planning Council
  • Member, Financial Women of San Francisco
  • Member, Estate Planning Council of Diablo Valley
  • Member, National Charity League, Acalanes area chapter
  • Board member, Lafayette Library and Learning Center Foundation
EDUCATION
  • BA, University of California, Davis
  • Professional designation in financial planning, University of California, Berkeley
  • Certified Financial Planner™
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Who I work with

I am passionate about working with families who are going through major life transitions, such as the sale of a company or receiving an inheritance. They have sophisticated planning and investment needs, and I seek to help them make informed financial decisions about their situation today and for future generations.

What’s special about my approach to client service

The depth of relationships I build with families goes beyond simply investing their wealth. I care for my clients as if they were my family, often guiding multiple generations in numerous aspects of their financial lives. The relationships I have with my clients are incredibly energizing and rewarding.

How I oversee my clients’ total financial picture

Taking a comprehensive view of a client’s financial situation often involves coordinating with a family’s outside legal and tax advisors. I quarterback these efforts, leading critical conversations among all advisors to address the whole of a client’s financial health.

What are my passions outside of work

I am a proud mom to two daughters, Claire and Grace, and happily married to my husband, Will. As a half-Italian Bay Area native, I love cooking with vegetables from my home garden. I also love exploring new ski mountains, hiking trails and international travel ― all in an effort to fulfill my inner wanderlust.

"I have watched clients’ children grow and been by their side through serious health issues and the loss of loved ones. I was honored when clients recently invited me to their daughter’s intimate wedding, which underscored our deep connection. Clients know that through it all, I’m there for them."

Jennifer George