Credo Wealth Management, LLC

Independent Wealth Management firm in San Francisco, California helping executives and tech entrepreneurs to consolidate, organize and plan their wealth. Our team delivers a holistic approach that integrates corporate benefits within an overall wealth management strategy. We draw on tax and family office professionals for specialized advice align strategies within one platform. Our Process for executives leverages technology, efficiency of communication and a straightforward approach, to help you take practical steps toward your financial objectives. Founded by Courtney Jones, a Certified Financial Planning professional who has 16 years working with Bay area executives and their retirement planning and equity compensation needs.