ABOUT
Hi, I'm Jenny.
Financial Planning is in my DNA. I grew up the daughter of an accomplished independent financial advisor. I learned early the value of living within my means and the magic of compound interest. As a lifelong learner, I’ve had an expansive career that included stints at Google, Lyft and an acquired virtual reality start-up. During these various stops, I alway found myself as an informal financial coach to my colleagues. I loved demystifying equity compensation, helping folks understand the importance of diversification and strategizing employment negotiations. I’ve personally lived through IPOs and company acquisitions and know the importance of understanding equity compensation and tax consequences.
The Full Story
In 2021, I decided it was time for the next chapter in my career and knew I wanted to spend my time helping people by building deep relationships and sharing my financial acumen. I am currently a registered investment advisor representative and have passed the Series 7 and Series 66 exams. In March 2023, I passed the CERTIFIED FINANCIAL PLANNER™ (CFP) Exam and am in the process of working toward completing my designation.
Beginning in 2025, Sonoma Mountain Financial became a Registered Investment Advisor ("RIA") with the state of California. This independence allows us to operate as a true fiduciary. We are not incentivized to make any recommendations by third parties, which means our recommendations are made in your best interest.
My practice remains affiliated with Bresnahan Financial Services, founded by my father, Jim Bresnahan, ChFC, CLU. While we were heartbroken to lose Jim in 2024, we continue to consult with his business partner, daughter, and my sister, Lesley Culley. She has over a decade of experience and brings the same care and deep understanding of the industry as our father did. Lesley is able to offer life insurance products to my clients if they need additional coverage. We do not take any referral fees from this relationship.
Education
Master of Arts in Social Science: University of Chicago
Bachelor of Science: Santa Clara University
Certificate of Financial Planning, Golden Gate University
More About Me
My family comes first and I spend most of my free time with my husband, two incredible daughters and our two fluffy kitties. I have an intrepid spirit and passion for traveling the globe. I always welcome travel recommendations to add to my list of 40+ countries visited. When closer to home, you’ll find me happiest on a hike or on the yoga mat. I also volunteer in our local school district with a special interest in advocating for evidence-based reading instruction and dyslexia awareness.
Let’s Work Together
Get in touch so we can start working together.