Meet Jesse
Jesse is a Registered Investment Advisor (RIA), having passed the Series 65 exam and is registered with California’s Department of Financial Protection and Innovation. This designation allows him to provide personalized advice on a range of securities, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
Jesse earned his B.A. in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara (UCSB), and brings over 25 years of accounting experience to his practice. His professional background includes seven years at Mensch & Associates, CPA (now MGO) in San Diego, and 17 years at Tecolote Research, Inc. This experience has sharpened Jesse’s analytical problem-solving skills, with a particular focus on tax-efficient strategies.
Jesse has also been mentored by Gary Cook, CFP®, a seasoned financial planner who has served clients in the Santa Barbara area for over a decade.
Outside of work, Jesse is a passionate music enthusiast who owns thousands of albums and has attended hundreds of concerts, including nearly 40 performances by the Rolling Stones. He enjoys spending quality time with his wife of 20 years, Britta, their teenage daughter, and their beloved family dog, Pickles.
Contact
Your goals are my top priority. It simply starts by understanding your personal financial needs and ambitions. Based on these discussions, we’ll build a plan together that can enable you to make more confident decisions today and for the foreseeable future.
Let's begin the conversation.
– Jesse