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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!

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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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About Me: Testimonials

My
Mission:

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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© 2021-2022 Empowered Financial Wellness is a trademark of Empowered Financial Wellness. Our content and trademarks may not be used, reproduced, stored, or transmitted without our prior written permission. All Rights Reserved.

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Disclaimer: My role is to support and assist you in reaching your financial goals, but your success depends primarily on your own effort, motivation and commitment. I do not guarantee that you will attain a particular result, and you accept the risk that results differ for each individual and with outside market forces. I do not make any guarantees that a tool we use will yield a particular result, that any products you purchase will cover all your needs or that retirement calculations will be accurate at the time of retirement. 

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