I have worked Jessica for almost 20 years and think she is extremely smart and trustworthy. Most importantly, she takes a personal interest in every client. She has handled our financial planning for several decades, and we feel that we are in excellent hands.
She has taken the time to meet with our estate attorney and tax preparers To make sure everything’s in order.
I gave Jessica my highest possible recommendation.
Jessica has handled our financial planning for over twenty years. The most important question she asked us was this: what do you want your life to look like? How do you want to spend your time, and how can we get that for you?
She has steered us through the ups and downs of the markets, buying a house, paying for school, and helped us find a way to plan for retirement--not easy for the self-employed! She's intelligent, steady, calm, and explains complex things very clearly. I recommend her to everyone I know who wants help planning their financial future.
For more than 15 years, Jessica's intelligence, integrity and talent for seeing the big picture and strategizing has helped ease my mind for my financial situation. She’s never intimidated by the complex issues that I encounter, and I’m impressed by the people and resources she’s able to tap in order to help manage my outlook. She has a real gift for working with people including navigating my emotions and hangups around money. I’m grateful to have someone I trust this much in my corner.
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By appointment:, 100 Pine Center, 100 Pine Street Suite 1250, San Francisco, CA 94111
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