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About Me: About Me

My name is Jessica Meunier, and I'm passionate about all things finance. I've always loved working with people to reach their goals in life, career and with money. Now I do it full-time!

 I have 15+ years of experience in financial analysis and strategic planning. I've worked in tech, higher education and with non-profits. I bring a wealth of knowledge across many areas to my work as a financial coach.  

  • Taxes: I'm a former CPA and have experience preparing taxes, bookkeeping and minimizing tax impacts

  • Diverse portfolios: I have my Series 66 & Series 7 licenses on a broad range of investment products and retirement plans

  • Real estate: I own multiple properties in several states

  • Wellness: I focus on the whole person, your career, your driving values and your long-term plans

I live in the Bay Area with my husband, two daughters and dog. When I'm not crunching numbers, you can find me cooking, hiking or at gatherings with friends and family. 

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About Me: Testimonials


To empower others through guidance and education to achieve optimal financial wellness. My vision is to see a world where everyone can reach their version of financial freedom, regardless of circumstances or background.

My Journey 

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