Board – Jessica Kartzinel

Jessica Kartzinel– President: With more than 20 years of industry experience, wealth management is not a foreign concept to Jessica. Working in concert with her clients and their other trusted advisors, Jessica designs strategies that allow her clients to enjoy life while having their money work for them. Providing highly personalized service, Jessica employs a rigorous process to find the right investment vehicle for her clients that is aligned with their specific needs and goals. Jessica guides her clients in the areas of estate planning as well as retirement and college planning. Jessica is a graduate of the University of California, Santa Barbara and also earned an executive education degree and CIMA® certification from Wharton Business School. In her free time, Jessica enjoys traveling, cooking, reading, yoga and running. Her husband, David Kartzinel, practices medicine in the field of OB/GYN with WHASN. Jessica has two wonderful children, Sarah and Adam.