VANESSA M. JILOT, CFP®, CRPC®
TERRA BLUE WEALTH MANAGEMENT - SAUSALITO
My family has always been active in our community ranging from environmental activism and disaster preparation, to improving tribal members’ living/social conditions. My Chippewa family has been a major inspiration to my work through watching how active they are in the tribal leadership beginning with education services all the way through tribal law enforcement.
I graduated cum laude from Humboldt State University, School of Business in 2008. During my schooling, I was a founding member of the Student Managed Investment Fund; designed to offer business students hands on experience managing investments. Profits above our criteria were designated toward scholarships for eligible low-income students. My studies focused on Socially Conscious Investments and Financial Planning techniques. I designed algorithms to run intrinsic value calculations on stocks that met our socially conscious screens.
Post-graduation, I began my career calculating intrinsic values of existing positions along side of designing hedging strategies using combinations of derivatives. As I continued this deep dive into finance, I found the major missing piece to my analysis was the true understanding of Financial Planning and how that relates to the risk/reward profile of my clients. Managing money for the profit of our clients with no true catalyst as to what that profit supported was an inherent problem in the financial industry.
As I completed my CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor® designation; I have been able to tailor my services towards those that find true value using holistic financial planning methods that bring all aspects of my clients’ financial futures together under one umbrella. My ideal client is inspired to align their financial futures with their personal, social and environmental beliefs. My focus is to see my clients through their life paths ensuring they have a safe and sound plan each step of the way.
As I now have a beautiful son, the need to make a difference in the world and to show him what one woman is capable of is stronger than ever.
I have been awarded Five Star Wealth Advisor* for 2016-2019 and Community Development awards during my college studies.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,012 San Francisco wealth managers were considered for the award; 47 (2% of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.