As a Partner Advisor Jesse helps clients live intentional financial lives, invest wisely, and pay fewer taxes. He leverages technology to help clients turn financial dreams into realities.
Prior to joining AdvicePeriod, Jesse was a Financial Consultant at AXA Advisors, where helped individuals and business owners identify and reach their financial goals.
Jesse has a B.A. in Business Economics, and minored in Music and Creative Writing. He lives in Orange County with his wife Robyn, where they enjoy playing tennis and scuba diving together. Jesse is also an accomplished musician.
- (714) 769-6499