Jesse Walden

Background

About Jesse Walden

Jesse believes it is all about the client and their financial well being. He spends time to understand the client and their families and make sure he builds a financial strategy to get it right. It is more than being about a financial advisor or wealth manager. It is about the client's present and future lifestyle. Jesse's passion is taking the information gathered and building portfolios to meet the needs of the client. He prides himself on the construction and periodic monitoring of his portfolio models and holds asset delegation to a minimum. There is a periodic dialog with his individual clients on both specific tactical actions and global capital market. Another important aspect of Jesse's model is his periodic informal small group activities, usually over lunch, to talk about financial and estate planning issues, and lifestyle activities. Jesse focuses his activities primarily on the individuals, their families, and non profit organizations. He enjoys working with his model railroad, walking on the beach in various parts of the world, and cooking. He and his wife Luisa live in Berkeley, California. Specialties: Retirement Income Planning