Vanessa is deeply committed to guiding her clients toward achieving their financial aspirations. With a passion for demystifying the intricate world of finance, she takes pride in transforming complex financial concepts into clear, actionable strategies. Vanessa’s primary focus is to create tailored financial roadmaps designed to positively impact the lives of her clients. She specializes in retirement planning, cash flow planning, investment management, risk management, and estate planning. Vanessa was named as one of Forbes Best-In-State Top Women Wealth Advisors in 2025 and has earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the financial concerns of families, individuals, and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial complexities.
Her approach to financial planning is both thorough and methodical. Vanessa believes that effective financial guidance begins with a comprehensive analysis of her clients’ financial situations, allowing her to deliver personalized and well-informed recommendations. She emphasizes the importance of staying closely aligned with her clients as their lives evolve, ensuring that their financial strategies remain relevant to their changing goals and circumstances.
Vanessa earned her bachelor’s degree in business economics from the University of California, Santa Barbara, equipping her with a strong foundation in analytical and economic principles. Residing in Danville, California, Vanessa cherishes her time with her husband, Steven, and their three sons—Brody, Drew, and Vincent. Together, they enjoy an active lifestyle in their Bay Area community and beyond.
Vanessa holds a CA Insurance Lic. 0E64884, and Series 7 and 66 securities registrations.
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Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
† The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.