Jessica is a Chartered Retirement Planning Counselor, CRPC®, with over 7 years of experience working in the financial industry. She joined the Rosenblatt Advisors team in October 2017 and is responsible for client services and distributions along with account openings, transfers and maintenance.
She studied Psychology and Criminology at Oregon State University before transitioning into the financial industry. She has her Series 7, 66 registrations and California insurance license (#0I25387) along with the CRPC® designation.
Jessica has a home in the East Bay and enjoys being active outdoors and is always up for a challenge. She has completed numerous mud courses along with Bay to Breakers and Disney 12k runs. When Jessica isn’t being active she relaxes by practicing yoga.