Jessica Chen

Jessica began her financial services career in 2001. Her extensive education includes a master’s degree in actuarial science, the CFO executive program at Columbia University, and the prestigious Chartered Financial Analyst CFA® designation. She is also fluent in English and Chinese. Jessica’s approach to financial planning is detail-oriented and purpose-driven. Her goal is to help clients turn global insights into personalized strategies. She recognizes that clients are trusting us with their life’s savings and takes that responsibility seriously, as if she is taking care of her own family’s money. Outside of work, Jessica serves as a docent at the San Francisco Museum of Modern Art (MoMA), where she brings her love of art and education to life. She enjoys reading and chasing her kid around.