Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Investments
  • Employee Stock Options
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Awards & recognition

  • Courtney E Horn, Forbes Best-in-State Women Wealth Advisors, 2022
  • Courtney E Horn, Forbes Best-in-State Wealth Advisors, 2022
  • Courtney E Horn, Working Mother Top Wealth Advisor Moms, 2019, 2021
  • Steven M Minkoff, Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Steven M Minkoff, Ameriprise Chairman's Advisory Council, 2004-2021
  • Steven M Minkoff, Ameriprise Circle of Success Diamond Ring, 2013
  • Steven M Minkoff, Five Star Wealth Manager, 2014-2021
  • Steven M Minkoff, Ultimate Digital Excellence Award, 2021

Community participation

Our team is passionate about engaging with our community by working with and/or donating to:

  • San Francisco Chamber of Commerce
  • City Youth Now (CYN)
  • Contra Costa Humane Society
  • Project Open Hand
  • Marin Charitable
  • Cancer in the Family Relief Fund
  • Children’s Council of San Francisco