Jessica Kobaly

My colleague Anne Johnston knew me in my prior role as a life & health insurance broker and suggested my skills would transfer well to finance. I am so grateful she did, the client relationships and complexity of the various financial situations keep me engaged and excited about this work. I am inspired every day by the reward I feel when solving problems and helping others.

We have the most wonderful clients! I enjoy all personalities and find that our differences are what keep things interesting.

What is happening at Cerity Partners is very exciting. Clients get to keep their boutique local office services with the bargaining power and benefits of being part of a large firm. It’s a unique culture with a depth of expertise and a truly collaborative environment that positions everyone for growth; clients and colleagues alike.

These days it seems that everything is done online and we’re all expected to be experts. I am the friendly voice that will answer questions or provide direction when needed, always taking extra care to listen and mind the details so you don’t have to.

Most days are best days! I am blessed to work in a lovely office on the water in Mill Valley, CA with a great team. The advisor I work with, Jack Scaff, is dedicated, authentic and works tirelessly to achieve the best results. Clients are easily the best part, ours are kind and intelligent and I am often on the receiving side of a call or email with thanks for our efforts.