Jessica Guzman

Vice President, Client Advisor

Newport Beach, CA

Jessica Guzman is a Vice President, Client Advisor at Whittier Trust’s Orange County office, where she partners with high-net-worth individuals and families to accumulate, manage, and preserve wealth across generations. Her expertise encompasses trust administration, family office services, and comprehensive financial planning.

Jessica holds a Bachelor of Arts in English Literature with a minor in Sociology from the University of California, Irvine. She earned the Certified Financial Planner® (CFP®) designation in September 2020 and the Certified Trust and Fiduciary Advisor (CTFA) designation in June 2023. Currently, Jessica is pursuing her Master of Business Administration (MBA) at UCLA Anderson School of Management, with an anticipated graduation date of 2028.

With over a decade of experience in the financial services industry, Jessica previously served as Vice President, Private Client Advisor at JPMorgan Chase, where she developed tailored financial strategies integrating investment planning and wealth management solutions.

Outside of her professional pursuits, Jessica enjoys spending quality time with her family, exploring new destinations, and maintaining an active lifestyle.