Jessica Hale
Financial Advisor

If you're a small business rebel, self-employed trend-setter or rampant, risk-addicted entrepreneur, I'll help you turn the small piles of money you've got into the big piles of money you need so you can reach your personal, professional and financial goals.

As your financial advisor, I'll do a lot more than just pick out stocks and blather on about 401Ks, IRAs and interest rates. I'll get to know you, get to know what's important to you and help you come up with--and stick to--a financial plan that will have you sipping daquiries in your old age instead of flipping...[more]

If you're a small business rebel, self-employed trend-setter or rampant, risk-addicted entrepreneur, I'll help you turn the small piles of money you've got into the big piles of money you need so you can reach your personal, professional and financial goals.

As your financial advisor, I'll do a lot more than just pick out stocks and blather on about 401Ks, IRAs and interest rates. I'll get to know you, get to know what's important to you and help you come up with--and stick to--a financial plan that will have you sipping daquiries in your old age instead of flipping burgers. [less]

• 
  From Rebecca Beltran

  Given on Fri Mar 28, 2008.

  When I decided to quit my day job and become a full time biznik, I needed to move my 401(k...[more]

  When I decided to quit my day job and become a full time biznik, I needed to move my 401(k) somewhere and Jessica showed me that there were some much better options than I had been able to find on Google.

  She set up an 401(k) plan for my single member LLC and transferred everything over for me. It was the perfect solution - not only do I have better control of my money now, but her solution allowed me to borrow against myself and helped me come up with capital I needed to leave my job for good.

  Thanks so much for thinking outside the box for me Jessica!   [less]
• 
  From James "Shoes" Walker

  Given on Sat Aug 11, 2007.

  First things first, I think the community should help decide whether we should let Jessica change her profile pic...

  It's...[more]

  First things first, I think the community should help decide whether we should let Jessica change her profile pic...

  It's such a great pic, maybe we should have a contest.........

  This gal I will testify, has a wonderful passion for what she does.....and I have no doubt that that translates into her work......   [less]
• 
  From Israel Rothman

  Given on Fri Jan 26, 2007.

  I am not one who is easily impressed, by anyone, or anything. This young lady is exceptional, from eye contact...[more]

  I am not one who is easily impressed, by anyone, or anything. This young lady is exceptional, from eye contact to intellectual savvy, to dealing with an old, obtuse entreprenuer: she got me where I live, and we are going to do business! I would personally, highly recomend her to anybody.   [less]
• 
  From Marco Mazzoni

  Given on Wed Jun 21, 2006.

  Jessica is thoughtful and patient when it comes to what can be a stressful topic - financial planning. She created...[more]

  Jessica is thoughtful and patient when it comes to what can be a stressful topic - financial planning. She created an in depth analysis of my financial situation that was easy to understand. I recommend her highly.   [less]

View all »