CLIENT SERVICE ASSOCIATE
Jesse Pence is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation through the UC Berkeley Extension Program in Personal Financial Planning.
She is a recent career changer who applies her background in corporate finance to the questions of financial planning. Prior to joining Waypoint Wealth Partners, Jesse worked as a Client Service Associate at Ashfield Capital Partners and as a Financial Analyst at Gilead Sciences.
Jesse graduated from Claremont McKenna College with a B.A. in Economics and a minor in Corporate Finance. She is a member of the Financial Planning Association and the NexGen Committee.
What do you enjoy most about your role?
I love being able to help our clients navigate complex estate and custodial issues. Being able to bring clarity to complicated situations and show clients the path forward is the most rewarding part of my day.
What makes you proud to be a part of the Waypoint team?
I’m proud to work with a team of fee-only fiduciaries. I come into the office every day and know that we are doing what is in the best interests of our clients. It is the most enjoyable experience I’ve had in my career.
What’s the best piece of advice you’ve ever received?
Surround yourself by people smarter than you and better at your job than you. It’s the best way to ensure that you’re always learning.
What do you love to do outside of work?
Outside of work I love any activity that involves being near the water. Whether it’s rowing and boatbuilding at the Dolphin Club, or scuba diving with sharks at the Aquarium of the Bay, I try to spend as much time as I can either on or in the water.