Yesenia Beckmann, CFP®

Meet Yesenia Beckmann: Partner and Financial Advisor

Yesenia has a rare gift: she can form a genuine connection with anyone, anywhere. She makes others feel heard, understood, and instantly at ease. In addition to being an exceptional financial advisor, she’s a natural connector who goes above and beyond to care for the people in her life.

A Southern California native, Yesenia grew up in the Oceanside Community of San Diego. She double-majored in Finance and International Business at California State University, Long Beach. She holds the CERTIFIED FINANCIAL PLANNER™ designation, a reflection of her deep commitment to professional excellence and ethical, client-first planning. Her passion for travel took off when she studied abroad in Barcelona — a spark that has led her and Todd to explore over 15 countries together.

These days, their greatest joy is sharing that sense of adventure with their two kids. Their daughter (6) and son (4) are already becoming seasoned explorers, joining them on trips near and far. Whether it’s hiking, biking, camping, or international travel, family adventures have become the heart of their lives. Scuba, their beloved 12-year-old black lab, is very much part of it all — he may not fly, but he’s a regular companion on road trips and outdoor getaways. 

Fitness continues to be a central focus of Yesenia’s life. Running has long been a passion — she has completed numerous half marathons and even a full marathon. It’s her way to recharge, stay grounded, and maintain the energy she brings to both family life and client work.

Is there an area of your financial life that feels complicated or overwhelming? Schedule a meeting with Yesenia — you’ll walk away with clarity, confidence, and likely a new friend.