Jessica Robertson

Lead Financial Planner

Currently residing in the Chicago area, Jessica joined our team in 2020 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 enjoys researching various topics ranging from finances to special needs planning to animal behavior; exploring new places; and playing the piano.

Areas of Expertise Include: Freelance/Small Business, Taxes, Cash Flow/Spending Plans, Retirement Planning, Financial Coaching