Client Service Associate

Tessa Sternberg

Tessa joined One Wealth with an eye for detail, a love for people’s stories and a careful thoughtfulness, which she sharpened over two years of editing educational news content for kids. As part of Operations, she takes the lead on welcoming new clients and guiding them through our client onboarding experience. Her level-headedness and calming demeanor puts her in the perfect position to help clients feel at ease as they join the One Wealth team. Tessa received her Series 65 license in 2024.

Tessa was born in the Bay Area, where she grew up hiking in the Marin Headlands and visiting Stinson Beach. After studying sociology and journalism at Occidental College in Los Angeles, the Bay’s beautiful coastline drew her back. When she is not working, Tessa is probably running through Golden Gate Park, stuck on a crossword clue or throwing a ball for her parents’ tireless puppy. She is currently in the midst of a search for the best sandwich in San Francisco, which she partly hopes never ends.