Broker Check

Yesenia Beckmann, CFP®

Meet Yesenia Beckmann: Partner and Financial Advisor

Yesenia can truly form a friendship with anyone, anywhere. She has a gift for making others feel heard, understood, and instantly at ease. In addition to being an exceptional financial advisor, she is a connector of people who goes above and beyond to care for others. An ambitious student, she double majored in both Finance and International business at California State University of Long Beach. A passion for travel found her as well when she studied abroad for a semester in Barcelona. Yesenia and Todd have collectively been to over 15 countries!

A Southern California native, Yesenia grew up in the Oceanside Community of San Diego. She and Todd adore Scuba, their black lab, who joins them on many of their adventures exploring the great outdoors. When she isn’t meeting with clients or working in the office, Yesenia might be lacing up her shoes to log some miles. She has completed a number of Half Marathons, and is usually training for her next local race.

Is there an area of your financial life that feels complicated or overwhelming? Schedule a meeting with Yesenia; you’ll gain a whole lot of knowledge, and probably a new friend in the process. 

Contact Yesenia