Focus: Insurance Strategies, Investment Strategies, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Financial Education
As a Financial Advisor, and Investment Advisor Representative, Jeannette works with clients, families, and small businesses, building long-term relationships to provide strategies for retirement, future college planning, and protecting family assets and income. Jeannette is committed to helping you clarify and address your unique concerns and objectives. She works with you to develop, implement, monitor, and adjust your strategy as new opportunities and challenges arise. Jeannette also participates in a number of employer sponsored educational programs, which help employees with retirement and financial planning at a number of companies throughout the Bay Area.
Jeannette has a Bachelor of Science degree in Business Administration from Chico State, and holds FINRA Series 65 and 66 securities licenses, along with life and health insurance licenses. She has a background in high tech, having worked at several Silicon Valley start-ups prior to joining MassMutual. Jeannette has also served on several local non-profit boards.
Jeannette was born in San Francisco and grew up on the Peninsula, where she lives with her husband and Goldendoodle, Beatrice. As the proud mom of two college students- one pursuing her master’s degree, and the other poised to graduate from SJSU, she is looking forward to becoming an “empty nester” very soon.
In her spare time, Jeannette likes to read, hike, travel, cook, and go wine tasting with friends and family.
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989 East Hillsdale Blvd Suite 230
Foster City, CA 94404