Jessica is a member of the Ostenberg Financial Team, a Financial Advisory practice affiliated with SGC Financial and Insurance Services in Campbell, CA. Our team believes that educating and empowering clients allows them to pursue their goals and live out their financial dreams. As a CERTIFIED FINANCIAL PLANNER™ professional, Jessica focuses on her clients’ entire financial picture. Just as a winning sports team needs a strong offense and defense, so does a solid financial strategy.
Jessica works with clients to create financial strategies that work toward the goals and match the lifestyles of her clients. She helps clients first to develop comprehensive financial strategies and then to implement, manage and protect their investment portfolios. Her educational background and expertise enables her to work with individuals and business owners in the following areas:
Financial Planning Risk Management Business Succession Strategies
Investment Management Estate Planning College Funding
All CFP® professionals are obligated to uphold the principles of integrity, objectivity, competency, fairness, confidentiality, professionalism and diligence1. And Jessica takes her responsibility to safeguard clients’ best interests as seriously as she took her duties as a Special Agent in the United States Secret Service. For ten years, along with her protection assignments, she investigated various types of financial crimes that had financially devastating effects on families’ nest eggs. It is from these experiences that her passion for financial planning was born.
Jessica earned her MBA from California Polytechnic University in Pomona and her BA from Claremont McKenna College in Claremont, CA. She lives in San Jose, enjoys golf, fly-fishing, and road-trips. Jessica has traveled to over 30 countries around the world and is looking forward to visiting many more.
Jessica is a registered representative and an investment advisor representative of Securian Financial Services, Inc. Member FINRA, SIPC. She earned her CFP® professional designation, holds FINRA Series 66 and 7 registrations and is a member of the Financial Planning Association.
FINRA CRD #6060398 California Insurance license #0I33764 CFP® #247840
1as outlined in CFP Board’s Code of Ethics, cfp.net.
TR#1760425 DOFU 04-2017