Jesse Shore, CFP®
Partner, Managing Director
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Jesse is a Partner and Managing Director for the Beacon Pointe Mill Valley, CA office. With nearly a decade of financial planning experience, her client-centered approach helps individuals and families achieve their financial goals. She began her career in corporate finance at Gilead Sciences before transitioning into wealth management in 2016. Jesse joined Waypoint Wealth Partners, which was subsequently acquired by Beacon Pointe Advisors in 2025, and became a partner in 2023.
She holds a B.A. in Economics (minor in Corporate Finance) from Claremont McKenna College and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Jesse is also an active member of the Beacon Pointe Women’s Advisory Institute.
Outside of the office, Jesse and her husband, Matthias, divide their year between New Orleans (fall through spring) and Portland, Oregon (summer). In June 2024, they welcomed their first child, Matilda. The family is planning to move back to the Bay Area to be closer to family and friends. When they’re not working or traveling, you can usually find them at local parks, socializing with neighbors, or splashing in the pool.