biography

Jessika is passionate about helping people make informed decision and gain confidence in their financial future. As a soon-to-be graduate earning her degree in Business with a concentration in Finance from California Polytechnic State University, she combines her academic knowledge with hands on experience to support clients and the advisory team at Cerro Pacific Wealth Advisors. 

Her interest in financial planning began at a young age, inspired by her father’s dedication and love for his own business and clients. She admired how he could be present as a coach and mentor through the best, worst, and everyday circumstances of his clients, just as he was for her. What started as a curiosity has grown into a calling for Jessika, and she is now excited to be preparing for the Certified Financial Planner™  exam.

At Cerro Pacific, Jessika assists with creating financial plans, streamlining processes, and supporting the firm’s day-to-day operations. She values every opportunity to build relationships with clients and is committed to continual learning so that she can share that knowledge with others.

When she’s not working or studying, Jessika can often be found outdoors exploring the coast, hiking, camping, or surfing. Born and raised in San Clemente, she is grateful to have roots in two of the most beautiful places in the state, both of which she proudly calls home.