Originally from the Yuba-Sutter area of Northern California, Jenni grew up riding horses competitively and working on the family ranch. She moved to the Central Coast to attend Cal Poly San Luis Obispo (SLO) for college, where she graduated in 2003 with an Honors degree in Business/Finance. During her time at Cal Poly, she developed a deep connection to the area—hiking local mountains, kayaking in Morro Bay and the Pacific, camping and wakeboarding at Lake Nacimiento, and admiring the local land.
Jenni spent the first decade of her career in the San Francisco Bay Area, working at Lockheed Martin before transitioning into wealth management in downtown SF. While thriving in the Bay Area, Jenni built lasting relationships with mentors who continue to inspire her today. Eventually, Jenni returned to her hometown to marry her soulmate, Dan, and start their family. There, she continued advising clients and devoted much of her time to local nonprofits, particularly those aimed at helping children and young adults.
In 2017, Lyle Meek, co-founder of Cerro Pacific Wealth Advisors, offered Jenni a partnership position at Wells Fargo Advisors in San Luis Obispo. Dan and Jenni decided to take a leap of faith. They sold their home and relocated to San Luis Obispo with their then 1- and 3-year-old sons.
Today, Jenni and her family have planted roots on the Central Coast. Jenni co-founded Cerro Pacific Wealth Advisors in 2020, Dan serves as the Director of Agriculture Operations for Cal Poly SLO, and their three sons are blossoming in local schools. In their spare time, the Chesini family enjoys beach outings, camping trips, youth sports, music lessons, playing with their pets, time with loved ones, and traveling.
“I feel like I’m living every Cal Poly graduate’s dream—doing meaningful work for kind clients while raising my kids in this amazing place," Jenni reflects, "The most enjoyable part of my work is figuring out how to help clients accomplish what matters to them. I have worked with a huge spectrum of clients. I've seen money bring small but amazing dreams to life. On the flip side, I've seen it tear otherwise loving people to shreds. My mission is to help clients optimize their money to improve the days they have on this planet, and my hope is that we become genuine friends along the journey."
