CREDO WEALTH MANAGEMENT - Key Persons

Job Titles:

• Founder and Senior Wealth Advisor / PARTNERSHIPS

Courtney Jones founded Credo Wealth Management after 16 years working primarily with corporate executives to consolidate, organize and plan their wealth. She and her team deliver a holistic approach that integrates corporate benefits within an overall wealth management strategy. Originally from New Jersey, Courtney has professional and family roots in Wall Street. She moved to San Francisco in 2002 to build her practice with Wall Street expertise as a foundation, but a more modern Montgomery Street approach to delivering practical advice. Courtney is a CERTIFIED FINANCIAL PLANNING™ professional and a graduate of the Executive Program for Women Leaders at Stanford University's Graduate School of Business. She also holds an MBA from the University of San Francisco and a Bachelor's degree from Villanova University. She is an active member of her community, with many past and present roles including FINRA Dispute Resolution Arbitrator, Sustainer Council of the Junior League of San Francisco and a member of 100 Women in Finance.