Drive to the Close with Alan Zafran (January 2022)
Drive to the Close with Alan Zafran (November 2021)
IEQ Capital recognized as one of America's Top RIA Firms
Jeff Westsmith recognized as one of America's Next Gen Wealth Advisors
Rob Skinner recognized as one of America's Top Wealth Advisors
Alan Zafran recognized as one of America's Top Wealth Advisors
Drive to the Close with Alan Zafran (August 2021)
Drive to the Close with Alan Zafran (June 2021)
IEQ Capital certified as a Great Place to Work
Drive to the Close with Alan Zafran (May 2021)
Eric Harrison Featured: 3 Smart Ways to Invest in Bitcoin
Rob Skinner recognized as one of California's Best Wealth Advisors
Eric Harrison recognized as one of California's Best Wealth Advisors
Alan Zafran recognized as one of California's Best Wealth Advisors
Jeff Westsmith recognized as one of California's Best Wealth Advisors
Drive to the Close with Alan Zafran (Feb 2021)
Drive to the Close with Alan Zafran (Dec 2020)
Drive to the Close with Alan Zafran (Nov 2020)
IEQ Advisory Board Member Jane Dietze Recognized for Brown University Endowment’s Performance
Drive to the Close with Alan Zafran (Oct 2020)
Drive to the Close with Alan Zafran (Aug 2020)
Drive to the Close with Alan Zafran (July 2020)
Drive to the Close with Alan Zafran (May 2020)
Drive to the Close with Alan Zafran (April 2020)
Drive to the Close with Alan Zafran (March 2020)
Drive to the Close with Alan Zafran (Feb 2020)
Drive to the Close with Alan Zafran (Jan 2020)
Best Ideas: Boosting Assets and Buying on Dips
Robert Skinner: Profiting From Private Markets
First Republic’s Star-Studded ‘Luminous’ Team Goes Independent
In massive break, $17B 'Luminous' team at First Republic departs en masse to form two separate RIAs
*The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Barron's Disclaimer. Forbes' Disclaimer.
Forbes' wealth advisor ranking is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here.