Jessica Robertson

Lead Financial Planner

Currently residing in Chicago, Jessica joined our team in 2019 as a summer intern and now is a lead financial planner here at South Bay Financial Partners. She is a graduate of Loyola University Chicago’s Master of Science in Accounting program and has experience in both public and nonprofit accounting. Jessica is passionate about financial well-being and wants to help others use their finances to live out their goals. In her free time, Jessica is a guinea pig enthusiast who also enjoys exploring new places, reading about various topics, and playing the piano.