Jessica Q. Chen
Wealth Advisor @ Mercer Advisors | CFA, CFP, MS| Columbia University Executive CFO Program
- Role
- Wealth Advisor at Mercer Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jessica Q. Chen
With years of experience in wealth management and financial advisory services, currently contributing to Mercer Advisors as a Wealth Advisor. Skilled in wealth management services, trust solutions, and alternative assets, working collaboratively to empower clients in achieving their financial goals. Previous roles, including founding Califia Investment and advising at Edward Jones, fostered a client-first approach and innovative strategies. Committed to delivering tailored financial solutions aligned with Mercer Advisors\' mission of enhancing clients\' financial well-being. Excels in building trust, navigating complex financial landscapes, and offering diverse perspectives to support holistic financial strategies.
Experience
Wealth Advisor
Aug 2024 — Present · San Francisco, CA, US
Education
University of Massachusetts Amherst
MS, Management
Columbia Business School
Executive Program, Chief Financial Officer
Georgia State University
Master of Science - MS, Actuarial Science
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