Broker Check
Vanessa Jilot, CFP®, CRPC®

Vanessa Jilot, CFP®, CRPC®

Co-founder, Wealth Manager

I come from a family deeply rooted in community involvement. Our family has engaged in environmental activism, disaster preparation, and the continuous effort to enhance the living and social conditions of tribal members and the West Marin community of my childhood. The unwavering dedication of my family has not only shaped my professional journey but serves as a profound source of inspiration.

My motivation to make a positive impact is fueled by a genuine desire to set an example for my son of the joy of living life with purpose and determination for making a difference. Since 2016, I've proudly held the title of a Five Star Wealth Advisor*, a recognition that reflects my commitment to excellence. Additionally, my college years saw me receiving Community Development awards, further affirming my dedication to making a meaningful difference.

At the heart of my industry focus is sustainable investing, driven by a strong belief that we can use our financial voice to bring about positive change. Fortunately, we now have the evidence that long term considerations in managing a company (I.e. adapting to climate change, fair labor practices, etc) tends to correspond with better performance. Sustainable investing, if done properly, is as much a financial criteria as it is a moral imperative.

Holding the CERTIFIED FINANCIAL PLANNER™ certification and earning the Chartered Retirement Planning Counselor® designation, I am empowered to tailor my services to those who value holistic financial planning. My approach involves bringing together all facets of your financial future, ensuring a comprehensive and secure plan for each step of your unique life path.


* 2016 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in November 2023 based on data gathered within 12 months preceding the issue date. 2,346 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.