Investment Adviser Representative and Jr Tax Preparer.
Anessa Stonich graduated with Summa Cum Laude honors from California Lutheran University and earned a Bachelor of Science degree in Business Administration with an emphasis in Finance. Due to her dedication and drive for continuous self-improvement, Anessa has an extensive background in accounting. From a young age, Anessa knew that her passion in life would be to help other people. She translated this passion into her goal to become a Certified Financial Planner. Anessa ultimately desires to help individuals and small business owners meet their long-term financial goals by offering the highest level of personalized guidance in her financial planning services. While pursuing her bachelor’s degree, Anessa worked in various positions from Departmental Assistant for CLU’s School of Management to Finance Intern at an independent publishing company as well as Tax Intern for a leading CPA firm. Anessa’s work experience enabled her to sharpen her skills in all areas of business and apply her knowledge by gaining practical business experience with diverse responsibilities. In line with her career aspirations, she became a part of the Berkson Asset Management team in 2016 as an Investment Analyst and Jr Tax Preparer.