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

Make
smart
money
moves
with
Jessica

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.

Investing Expert

#

Investing

#

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

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

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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.

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

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

I’ve been in the program almost 6 months now and have paid down $2.5k in debt and opened new savings accounts with automatic contributions to them!

I’ve never felt so on track to living my dream life and I’m so thankful for Jenn’s guidance.

Joyce
member for
5 months

The energy Jenn gives off is contagious!

I literally have never been more motivated in my entire life. And with my money!

It’s honestly astonishing because I’m stubborn and resistant, but she got through to me.

Ciara
member for
3 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

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