“Our team has sought industry recognized designations because we believe the perspective that comes with them is valuable to our clients. However, we know one of the most valuable things we bring to client relationships is our experience guiding investors through the history-making economic environments of the past two decades.”
- Kent Elliott, CIMC®, CPWA®
Kent Elliott is a Managing Director and Financial Advisor with The Elliott Group, a private wealth management team managing over 300 million dollars in client assets. A designated Certified Investment Management Consultant (CIMC®), Certified Private Wealth Advisor (CPWA®) and member of the Investment Management Consultant Association (IMCA®), Kent develops financial plans for a select group of wealthy individuals around the country and manages a dynamic investment process to help these plans succeed. He also collaborates with a network of specialists in every financial discipline – from banking, lending and trusts to high-level financial planning, insurance needs and advanced estate planning. His seasoned knowledge of asset allocation models and strong partnerships with top institutional money management companies worldwide have solidified Kent’s reputation as a trusted Financial Advisor since the onset of his career in 1991.
Since joining Baird in 2009, Kent has been recognized with several honors, including Baird’s Chairman’s Club and President’s Club memberships as well as the Top 10 Award for ranking in the top 10 percent of Baird’s Financial Advisors companywide. Prior to Kent’s career with Baird, he served as Senior Vice President for Wells Fargo and Managing Director with Wachovia Securities. He achieved the highest level of recognition at both firms as a member of their Concord Elite and Premier Advisors programs, respectively.
Since 2019, Kent has been recognized annually on list of top advisors in the state of California as a FORBES Best In State Wealth Advisor. These prestigious financial advisors are comprised of firms from across the country and compiled by SHOOK Research. He has also earned third-party recognition as an elite financial advisor in Sacramento Magazine and Sacramento Business Journal on their “Five Star Wealth Managers” and “Premier Advisors” lists, respectively, which rank the top advisors in local markets. He is regularly invited to share his experience and expertise at Sacramento-area colleges and universities as a featured lecturer.
A Sacramento-area resident since 1969, Kent graduated on the dean’s list with a bachelor’s degree in business finance from California State University, Sacramento.
In his youth, Kent was a nationally ranked extreme athlete in the now-Olympic sport of BMX (Bicycle Motocross). As a college student, Kent founded, owned and operated KRE Company, which manufactured and distributed fishing lures throughout northern California, Oregon, Washington and the East Coast. In his free time, Kent enjoys fishing, golfing and remains involved in the sport of BMX; however, his most prized time away from the office is spent with his wife, Diane, and their three sons, Jacob, Nickolas and Jackson.
CA Insurance 0A93009
This award was issued on 2/1/23 by Five Star Professional (FSP) for the time period 6/6/22 through 12/9/22. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 946 Sacramento-area wealth managers were considered for the award; 107 (11% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 1082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.
Investment Management Consultants Association is the owner of the certification mark “CIMC®” and the service marks “Certified Investment Management ConsultantSMSM,” “Investment Management Consultants AssociationSM” and “IMCA®.” Use of CIMC® or Certified Investment Management ConsultantSMSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Forbes “Best-in-State Wealth Advisors” 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.