Work with Jessica | Bolder Money

Investing Expert

Jessica

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Investing

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Compassionate

Jessica is a compassionate wealth coach, and our resident financial advisor for all your questions on retirement to real estate, and more.

My Money Mantra

You can enjoy your life and manage your money at the same time, it’s not one or the other!

My Hype Song

Client Reviews

Jessica has educated me around my investments which has been eye opening!

Not only have we created a solid plan for my finances, but I feel more knowledgable and in control than ever before.

Marina

member for

1 year

I came to Bolder looking to rebuild and get on track for my retirement.

I’m older and feared that a recent life change would keep me working until I was 100, but there were other options that Jessica helped me understand and plan for.

I’ve been able to accomplish MORE than the initial goals I set up with her, and am in a phase of getting accountability for spending, saving, and planning for new goals I’m wanting for now!

Vera

member for

2 years

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smart

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Jessica

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Jessica

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About Me

I've worked in tech, higher education and with non-profits and I bring a wealth of knowledge across many areas to my work as a financial coach. I've always loved working with people to reach their goals in life, career and with money. I believe in focusing on the whole person, and believe you are in control of your money, not the other way around!

I live in the Bay Area with my husband, two daughters and dog. When I'm not crunching numbers, you can find me cooking, hiking or at gatherings with friends and family.

My Money Story

There’s too much noise in the financial industry! I became a coach to empower others to break negative money cycles, and to get their financial freedom, on their terms.

My Qualifications

B.S. Business Economics, Accounting, and Communications
Registered Investment Advisor, Series 66 and Series 7

My Superpower

To empower others through guidance and education to achieve optimal financial wellness. My vision is to see a world where everyone can reach their version of financial freedom, regardless of circumstances or background.

Start working with

Jessica

Join the waitlist to work with this coach.

My Money Mantra

You can enjoy your life and manage your money at the same time, it’s not one or the other!

My Hype Song

About Me

I've worked in tech, higher education and with non-profits and I bring a wealth of knowledge across many areas to my work as a financial coach. I've always loved working with people to reach their goals in life, career and with money. I believe in focusing on the whole person, and believe you are in control of your money, not the other way around!

I live in the Bay Area with my husband, two daughters and dog. When I'm not crunching numbers, you can find me cooking, hiking or at gatherings with friends and family.

My Money Story

There’s too much noise in the financial industry! I became a coach to empower others to break negative money cycles, and to get their financial freedom, on their terms.

My Qualifications

B.S. Business Economics, Accounting, and Communications
Registered Investment Advisor, Series 66 and Series 7

My Superpower

To empower others through guidance and education to achieve optimal financial wellness. My vision is to see a world where everyone can reach their version of financial freedom, regardless of circumstances or background.

My Clients

Jessica has educated me around my investments which has been eye opening!

Not only have we created a solid plan for my finances, but I feel more knowledgable and in control than ever before.

Marina

member for

1 year

I came to Bolder looking to rebuild and get on track for my retirement.

I’m older and feared that a recent life change would keep me working until I was 100, but there were other options that Jessica helped me understand and plan for.

I’ve been able to accomplish MORE than the initial goals I set up with her, and am in a phase of getting accountability for spending, saving, and planning for new goals I’m wanting for now!

Vera

member for

2 years

Start working with

Jessica

Join the waitlist to work with this coach.

Still unsure? Talk to a money coach.

Work with

Jennifer

Jen creates lasting changes in the lives of her clients by working with their perceived weaknesses to create strong financial foundations!

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Jennifer

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Claire

Claire has a background in sociology and a Buddhist upbringing, and is focused on making money more zen for her clients.

Work with

Claire

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Kimberly

Kimberly combines financial wellness and strategy to guide clients to their ideal financial lives, knowing the journey is as important as the destination.

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Kimberly

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What Our Members Say

Don't take it from us, hear it from them.

We mean serious business and want the best results from all of our bolder members.

I never thought I could own property, Malika showed me that it was possible and has been guiding me towards owning a property!

I can see my future, and am now focusing on my short term goals to get me there.

Janice

member for

7 months

Malika has helped kept me afloat since I’ve joined.

I am slowly digging myself out of a huge hole with my finances and she helps me get through the day to day, plan, but also have sights set on the future and what I can do with my money.

It’s inspired me to change jobs to get paid more, and reign in my spending. I don’t know what I’d do without her.

Alice

member for

3 months

Julya helped me understand my loans down to a T and helped me set up payment plans that work with my income!

I avoided them ever since graduating, but I feel at ease thanks to her guidance!

Tatiana

member for

2 months

Julya just knows how to get on your level! She’s so relatable and VERY smart.

I never feel overwhelmed working on my money with her. I have a solid plan for my finances now, and have made huge strides! Like emergency money and paying off tons of debt. Forever grateful for my coach!

Natasha

member for

1 year

Annie has really helped me get on the right track with money!

She’s energizing, clear, patient, and knowledgable.

‍I dreaded looking at my money before coaching, and now it’s actually...fun...I even look forward to it!

Esther

member for

1 year

I was so lost with my money before I started working with Annie. She gave me a clear path, motivates me to spend less, and put money towards my goals.

Now I’m making progress...that’s something I wasn’t able to say before!

Catherine

member for

6 months

Jessica

My Money Mantra

My Hype Song

Client Reviews

About Me

My Money Story

My Qualifications

My Superpower

My Money Mantra

My Hype Song

About Me

My Money Story

My Qualifications

My Superpower

My Clients

Still unsure? Talk to a money coach.

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Don't take it from us, hear it from them.

No BS. Just good emails.