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Emily Peacock

Chief Operating Officer

Shira Ridge Wealth Management

United States, California, San Rafael

About Me

Emily Peacock joined Shira Ridge in 2010 and is a key team member providing outstanding behind-the-scenes technical insights and process building skills. She now has over 25 years of experience in client services and operations, targeted primarily in the financial services sector. In her client services role at Shira, Emily assists with onboarding, helping clients to navigate our online tools, addressing both routine and complex account inquires, and managing account and funds transfers. As a further benefit to our clients Emily is a licensed notary. As Director of Operations, her work includes; researching and integrating new systems, with a focus on streamlining processes and improving

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Profile Information

Chief Operating Officer

Shira Ridge Wealth Management

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Rafael

California

United States

Feb 19, 2025

Work Experience

Shira Ridge Wealth Management

Chief Operating Officer
Oct 2010 - Present
Email: emily@shiraridge.com

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