San Diego, CA — Well-Traveled Wealth is excited to announce the addition of a new team member, Emily Joyce. She joins the Well-Traveled Wealth staff as the Office Manager/Client Care Specialist, coming to the firm with nearly two decades of administrative experience.
“Emily has an exceptional reputation for her welcoming, warm personality and her ability to multitask. We are looking forward to working with Emily for years to come,” said Yesenia Beckmann, Partner and Financial Advisor. In her new position, Emily will be responsible for ensuring all operations run smoothly, managing day-to-day company processes and communication. She will also provide support on a number of client service tasks for the firm’s partners, Todd and Yesenia Beckmann.
Emily is invested in the overall productivity and efficiency of the firm because through her work she enables the team to better serve their clients. “What I love about joining the team at Well-Traveled Wealth is the sense of community and the incredible relationships each of our advisors has with clients. Everyone is truly invested in seeing others succeed,” she says. In her multifaceted role, Emily serves as a bridge—connecting people to the answers they’re looking for. She is a graduate of Cal State San Marcos.
About Well-Traveled Wealth
Well-Traveled Wealth is a wealth empowerment firm in San Diego, California founded by Todd and Yesenia Beckmann. With a belief in an understandable, practical approach to financial planning, the advisors of the firm see wealth as a catalyst for all the amazing experiences life has to offer. Well-Traveled Wealth is committed to providing superior financial planning services and investment management through client collaboration, education, and experience. As an independent financial planning practice, advisors take a customized approach to developing solutions for clients. The team operates on a foundation of transparency and places the client’s best interests first, to strategically align with individual objectives and life goals. For more information, please visit www.welltraveledwealth.com.
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Yesenia Beckmann
Partner
Well-Traveled Wealth
(858) 880-0356