Walnut Creek - N California Blvd

Jen Yacoube

CFP®

Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Jen Yacoube
Jen Yacoube

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Jen

Jen has two decades of experience in the investment advisory industry, providing portfolio management and financial advice. Prior to joining Focus Partners Wealth, Jen served as a Senior Associate Advisor at Adero Partners since 2021.

Jen began her career at a boutique financial planning firm in Corte Madera. There, she was Manager of Client Services and expanded her responsibilities to Financial Planner. In 2011, Jen joined a nationally recognized asset management firm, where she provided service and expertise in investment advising, business operations, compliance, and research consulting.

Education and Professional Milestones

  • Sonoma State University – bachelor’s degree in sociology