Back to All People

Client Advisory

Biography

Jennifer is a Partner based in the Silicon Valley office. She is responsible for providing 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 her 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. In her role, she strives to increase assets under management, retain assets, and achieve unparalleled client satisfaction.

Prior to joining Cerity Partners, Jennifer was a Principal at B|O|S where she managed the firm’s Silicon Valley Office.  Before joining B|O|S, she served as a Financial Consultant for Merrill Lynch in Seattle as well as for an independent firm where she was responsible for developing and implementing the firm’s investment strategy.

Learn more about my practice.

Education

  • B.A. in Business Administration from Seattle University

Highlights

  • Chartered Financial Analyst®
  • Member of the Burlingame Library Foundation Advisory Board
  • Member of the CFA Institute
  • Volunteer with Rock The Street, Wall Street
  • Past president and current member of the Peninsula Tennis Club
  • Former member of National Association of Financial Executives
  • Ranked #59 on Forbes 2022 Top Women Wealth Advisors list
  • Ranked #7 on Forbes 2022 Best-In-State Wealth Advisors for the Northern California region
  • Ranked #49 on Forbes 2021 Top Women Wealth Advisors list, also ranking on their 2018, 2019, and 2020 lists
  • Ranked #5 on Forbes 2021 Best-In-State Wealth Advisors for the Northern California region, also ranking on their 2018, 2019, and 2020 lists
  • Ranked #19 on Working Mother’s 2021 “Top Wealth Advisor Moms” list after having also appeared on their 2017, 2018, 2019 and 2020 lists
  • San Francisco Business Times Most Influential Women in Bay Area Business 2018
  • Ranked as one of Barron’s Top 100 Women Financial Advisors in 2014, 2015, 2016, and 2017

Q & A

What do you do in your personal life that helps you help your clients?

I love engaging with people in all aspects of my life. Reading people and their emotions, desires and fears is fascinating to me. This is really critical in advising people on such an intimate issue as their financial lives. Couples disagree, circumstances change and happy and sad events affect us all. The ability to really understand people and the desire to really know them makes me a better advisor every day.

What inspired you to pursue your career in financial management?

From the time I was young I had an interest in the stock market. When I was in college I thought I wanted to go into advertising until I took my first finance class. I was inspired by that Professor and again by my first economics Professor. When a stock broker visited class one day to discuss a career on Wall Street I was hooked. From that day forward I knew exactly what direction I wanted to go. But several years into my career I realized that I didn’t want to sell financial products or have discussions that were solely focused on a particular stock. I wanted to help people and build relationships based on guiding their financial lives. Shifting from sales to advice has been the most rewarding change I’ve ever made.

What kind of clients work best for you?

I work best with two types of clients. Those who are quite sophisticated financially but recognize that they are busy doing what they do and want a trusted advisor to whom they can delegate, and people in transition who want to pivot in their lives and need help managing that transition and knowing they can comfortably do so.

What does the world need now more than anything?

Selflessness. For almost every problem that needs resolving, a willingness to find solutions that might require a person or group to compromise and think beyond the short-term impact on themselves would make a big impact.

How would you describe your best day doing what you do?

My best days are spent meeting with or talking to clients. Period. Interacting with clients on both a personal and professional level feeds my soul every day.

Request an Introduction to Jennifer Ellison

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

Individuals and Families

The Difference Between Financial Advisors at Registered Investment Advisers and Broker-Dealers

September 1, 2026 - A key decision when engaging a financial advisor is based on understanding which legal structure they operate under. There are two main types of wealth…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.