Neill Turner & Karen Jessey work together as Strategic Wealth Partners.
We serve as financial guides for successful entrepreneurs and individuals with complex financial situations, helping our clients design a financial road-map that simplifies and organizes their financial life, protects and grows their wealth and gives them a clear and confident path knowing their financial life is in good hands and they are free them to focus on their business, life, and what matters most to them.
Our knowledge, know-how and specialized focus allow us to guide our clients to achieve their goals in the most efficient, effective and enjoyable way possible through all the seasons of their life.
“Everything I’ve ever done in my life prepared me for this path. From waiting tables, to earning my engineering degree, from owning my own business, to discovering and teaching yoga – every experience, every trial, every triumph created an understanding and a perspective that I use today.
My entire professional life, I have striven to improve someone else’s life. I want to empower people to make better choices in their lives. Watching someone gain confidence in their decision making and their understandings of their financial world is the best. Knowing that I played a part in their process is humbling.”
Because of his own business owner experience, Neill earned his CExP™ (Certified Exit Planner) designation to help fill the need that many entrepreneurs have – that they’ve spent so much time building their business, they haven’t spent the time preparing the business (or themselves) for an inevitable transition.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0H55255.