About ​Jeffrey Nessia

Jeffrey Nessia is a highly experienced financial professional based in San Diego, California, with nearly 20 years in the industry. He specializes in investment planning, retirement strategies, and education expense management, providing tailored financial solutions that meet the unique needs of each client. His approach is rooted in ensuring clients have a clear, comprehensive strategy to achieve their financial goals.
Jeffrey holds a Bachelor of Science degree in Economics and Management Science from the University of California, San Diego. This strong educational foundation has equipped him with the analytical skills necessary for success in finance. Since starting his career in 2004, he has held several leadership and advisory roles, refining his expertise in financial analysis, strategic planning, and client relations.
Committed to transparency and education, Jeffrey believes that the best financial strategies are those where clients feel empowered and confident in their decisions. His personalized approach ensures long-term, sustainable financial planning that his clients appreciate.
Outside of work, Jeffrey is passionate about art, music, and food, especially live music. He’s also an avid traveler, having explored cities like Paris and Seattle, and loves immersing himself in diverse cultures. To learn more, visit his travel blog or connect with him on social media.