As a Partner Advisor with AdvicePeriod, Jesse advises a select group of high net worth individuals and families. He focuses on planning first for his clients, using tax strategies and estate planning, accompanied by efficient investment management to make those plans come to life.
Prior to joining AdvicePeriod, Jesse worked as a Financial Consultant at AXA Advisors, where he helped individuals and small business owners identify and reach their goals.
Jesse earned his B.A. in Business Economics from California State University Long Beach. He lives in Orange County with his fiancé Robyn, where they enjoy playing tennis and scuba diving together, among other hobbies. Jesse is also an accomplished musician.
- (714) 769-6499