I've worked with her for almost 6 years now and I can tell you that I've never had a more honest financial advisor. Most advisors will try to get you to invest in something or continually moving the investments around. Jessica's not like that. She listened to my needs and goals and drafted up a long-term plan to meet them. There will be times when I ask about investments that I hear over the radio and she would tell me upfront that we don't need them AND explains to me why not in terms I understand. Even though she could make money with the trade, she won't do it if it's not good for my nest egg. That's the kind of advisor I want to work with: the one that looks out for MY best interest, not her own.
887 Island Dr Ste EAlameda, CA 94502
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