Jesse Lownsbury CPA®, Candidate for CFP® certification

Associate Advisor

Jesse joined Wade Financial Advisory, Inc. (WFA) in 2020 as an associate advisor after working in public and corporate accounting for seven years. 

He moved to the Bay Area and started his career as an auditor with PricewaterhouseCoopers (PwC) in 2013, working on teams to service large public and private companies. After several years in public accounting he transitioned to corporate accounting, where he held various management and project based roles before deciding to make a career change to personal financial planning. 

Jesse decided to make the transition because he has a passion for working with and helping people. He believes his background in accounting, where he developed skills to perform thorough research, explain complex financial issues, and collaborate with clients have prepared him well for the transition. He looks forward to working with clients to help them understand and solve the complex financial planning issues they face. 

He has a Bachelor’s Degree in Business Administration from Fresno State and graduated as the Craig School of Business Dean’s Medalist. He holds the CERTIFIED PUBLIC ACCOUNTANT (CPA) designation and is a candidate for CERTIFIED FINANCIAL PLANNER™ designation. 

Jesse, his wife Jodee, and their son Brooks, live in San Jose. Together they enjoy family barbeques, outdoor activities, and visiting family near Yosemite National Park. In his free time, Jesse volunteers on several teams with his church and enjoys playing basketball, softball, and a weekend round of golf.