As a Financial Planner, Norma works to create and improve the tools utilized by JSF’s team to help each of our clients better understand their current financial picture as well as prepare for future goals. In her role, Norma enjoys working collaboratively alongside advisors to create and monitor clients’ financial plans. She is always ready to assist with analyses and pivot accordingly for ad hoc requests.

Norma holds a Certificate Personal Financial Planning from UCLA Extension and is CFP ® certified. Norma earned her bachelor’s degree in Business Management Economics from UC Santa Cruz. A California native, she grew up in Rialto, California.

In her spare time, Norma prioritizes staying active and working out. She also enjoys watching baseball, cooking and spending time with her family.

Jean helps our portfolio management team and financial planning department with portfolio allocations, new client proposals and research on new products. His comprehensive approach to planning and investing allows him to have a holistic view in the investment process and smoothly integrate it to our clients’ objectives, needs and constraints.

Originally from Paris, France, Jean came to Los Angeles to pursue post graduate studies at UCLA and prepare for the CFP examination. Jean holds a Masters in Business Management (Finance) from a top tier French Business School and a Bachelor in Economics and Finance. Before moving to the U.S., he worked at Lyxor Asset Management in the fast-paced La Defense business district in Paris.

Outside of the office, Jean is very involved in giving back to the community. He is an active member with several organizations, including Habitat for Humanity, which supports households in disadvantaged areas of Los Angeles. Jean also enjoys opera plays and classical music concerts. However, his favorite hobby is spending quality time with his family.

Seta Keshishian joined JSF as a Financial Planner in January 2018. A Los Angeles native, Seta began her career in the banking side of the finance industry, working as a VP at City National Bank, Wells Fargo and First Interstate. She then stepped aside from corporate life to raise her two children, during which time she took on leadership roles in school organizations and assumed the financial management of her family’s business.

Once her children were grown and she began exploring options to re-enter the workforce, she became aware of the lack of financial planning services geared toward women. This became her motivation to return to school to pursue her CFP®, which eventually led her to joining us at JSF.

While her specialty lies in educating and advising women about their financial decisions, she is passionate about helping all types of clients, whether it is in preparing for unexpected life events and their financial impact, or simply to assist in providing guidance in overall financial decisions.

Outside the office, Seta enjoys spending time with her two children, cooking with her family, doing yoga and hiking. She completed the Financial Planning Program at UCLA and previously earned her B.S. in Business Administration from California State University, Northridge. Seta is actively involved with the financial planning community and is a former Board Member of the Financial Planning Association of LA.

Check the background of our investment professionals on FINRA’s BrokerCheck https://brokercheck.finra.org.