Jesse Pence, CFP®
Financial Adviser,
Pro-Bono Director for the San Francsico Chapter of the Financial Planning Association
Personal Statement:
Since joining the profession in 2016, I’ve seen first-hand the incredible impact a financial expert can make when it comes to increasing financial confidence and achieving goals. People recommend me to their friends because of the impact this type of support has had on their life and how easy it has been. With just some small changes, I am confident our work together will help you be much better off financially. I grew up in Portland, Oregon and now love living in San Francisco with my boyfriend. I enjoy many outdoor activities including rowing on the beautiful San Francisco Bay, and hosting dinner parties for friends. I recently got an Instant Pot and am excited to improve my cooking skills!
Professional Attributes:
B.A. in Economics with a Minor in Finance from Claremont McKenna College in Claremont, California, and over 4 years working in financial services and customer support.
Next, Jesse will:
Look at the information you shared and propose some personalized tasks you can complete as part of the four-week program. If you prefer to complete different tasks than the ones that Jesse proposes, please email or message back.
* Jesse is a fiduciary adviser, which means that she is required by the Fiduciary Oath to always put your best interests first.
Matt Iverson
Assistant to the Adviser
Personal Statement:
I'm looking forward to supporting you on your four week journey to build on the progress you've already made. It's always helpful to remember that taking action is the key part of this program and that's what I'll be working with you on tracking your progress and following up on your To Dos with deadlines.
I hear all the time how impactful this coaching model is and how easy we make it for people. One of my favorite quotes from someone who completed the program is:
"I appreciated being held accountable for taking action and made more movement in reaching my financial goals [in four weeks] than I have in the last 5 years."
If there's anything about your financial situation or priorities that you want to share with your adviser, just leave a message through the VideoAsk on this page. Thanks and talk soon!
Professional Attributes:
B.A. in Interdisciplinary Studies from UC Berkeley and over 13 years working in financial services and customer support.
Matt's Role:
In order to make sure that each person in successful in the four-week program, Matt closely supports both you and the adviser by keeping track of the progress that you're making, while cheering you on. Additionally, he sends updates to your adviser, as well as manages most of the email and text message communication, so that your adviser can meet with more people through AdvisersGiveBack.org.