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Biography

Jessica is a Senior Associate in the Santa Barbara office.

Prior to joining Cerity Partners, Jessica held various client and nonclient facing roles at West Coast Financial. Just before moving to Cerity Partners, she was transitioning from a Portfolio Reporting and Billing role to Compliance Associate.

Education

  • B.A. in History from UC Santa Barbara

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • FINRA Series 65 license

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