Jesse Haverstock,
CFP®

Client Advisor

Jesse began his financial services career in 2006. He graduated from San Diego State University with a degree in Business Administration. He is an active member of the Puget Sound chapter of the Financial Planning Association. His passion is working with people to help them achieve both their wealth management and asset management objectives. Jesse has acquired expertise in developing comprehensive financial plans which uncover actionable steps his clients can take to secure a better financial future and he takes great care in guiding them through each step of the process.

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