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!

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 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.  

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• 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

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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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