Yesenia Beckmann

Co-Founder/Financial Advisor

Yesenia can truly form a friendship with anyone, anywhere. She has a gift for making others feel heard, understood, and instantly at ease. In addition to being an exceptional financial advisor, she is a connector of people who goes above and beyond to care for others. An ambitious student, she double majored in both Finance and International business at California State University of Long Beach. A passion for travel found her as well when she studied abroad for a semester in Barcelona. Yesenia and Todd have collectively been to over 15 countries!

A Southern California native, Yesenia grew up in the Oceanside Community of San Diego. She loves being a mom to her 4 year old daughter and 2 year old son. When she isn’t meeting with clients or working in the office, Yesenia might be lacing up her shoes to log some miles. She has completed a number of Half Marathons, a Full Marathon, and is usually training for her next local race.