JESSE PENCE, CFP®
Partner, Wealth Manager
Jesse Pence is a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager at Waypoint Wealth Partners. She is a 7-year veteran of the financial planning industry, who has advanced through numerous responsibilities within the firm. Prior to joining the financial services industry in 2016, Jesse began her career in corporate finance while working 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.
Jesse became a partner of Waypoint in 2023 and is also a member of Waypoint’s Investment Committee. She and her husband, Matthias, are proud bi-coastal residents of both New Orleans (during fall through spring) and Portland, OR (in the summer).
What do you enjoy most about your role as a Wealth Manager?
I love being able to help our clients navigate complex financial planning issues. Bringing clarity to complicated situations and helping clients see the path forward is the most rewarding part of my day.
What type of clients do you work best with?
I specialize in financial planning tailored for busy clients who are juggling the demands of growing families and careers. They seek clarity, direction, and a simplified approach to their finances. My role is to help them organize their financial pieces and provide personalized guidance, empowering them to confidently navigate their financial lives to achieve their goals.
Clients in this stage often come to me with questions like, “How much can we afford to spend on our next home?'“ or “Are we setting our kids up for financial success?” They also want to know, “Are we doing everything we can to reduce our tax bill?”
I thrive on the dynamic nature of this life stage, where new opportunities and changing priorities continuously shape the financial plan. I enjoy addressing each new possibility alongside my clients and being present in the arena with them every step of the way. Together, we navigate the financial landscape, adapt to evolving circumstances, and seize new opportunities to ensure their long-term financial success.
What qualities make you good at your job?
My superpower is decluttering and simplifying. If I had chosen a different career, I might have been a KonMari consultant. I absolutely love organizing and streamlining both physical spaces and financial complexities. This passion carries into my work as an advisor, where I help clients organize their financial pieces and simplify their lives.
What do you love to do outside of work?
I like to stay busy! In New Orleans, that means going to live music events and breweries, or hunting for treasures at estate sales. In Portland, my husband and I can often be found in nature with our dog Kona. We love hiking, swimming, backpacking, and everything the Pacific Northwest summers have to offer.
Education, Credentials and Affiliations:
B.A. in Economics, Claremont McKenna College
Graduate, Personal Financial Planning Program, UC Berkeley Extension
Certified Financial Planner Professional, CFP®
Member, Financial Planning Association (FPA), San Francisco
Member, Junior League of New Orleans
Member, Dolphin Swimming & Boating Club, San Francisco
Advanced Open Water Diver, PADI & Nitrox Diver, NAUI