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Jess Layman, CFP®

Operations: Portfolio Reporting & Accounting

Education, Certifications & Credentials

  • B.A. History, University of California, Santa Barbara
  • Certified Financial Planner® Professional

Where I live
Santa Barbara

Favorite quote
“All we have to decide is what to do with the time that is given us.” - Gandalf the Grey

Two cats…  Ash (a tuxedo) and Cloud (a brown tabby) 

Favorite meal
Pizza and whiskey

In my spare time I like to
Read in the few quiet moments I have between chasing my toddler

Something about WCF that makes me proud
Our culture. It defines how we approach our work and has helped create the awesome team we have.