With over a decade of experience as an executive assistant to Robert Cepeda, Jess transitioned into a wealth advisor role three years ago, bringing a unique blend of expertise and insight from various facets of the financial industry. Her journey in financial planning was inspired by a lifelong passion for helping others, which began when she was just a little girl.
Since joining the financial services field, Jess has developed a deep understanding of the challenges individuals face in achieving their financial goals. She holds a life, accident, and health insurance license, as well as Series 7 and Series 66 licenses, allowing her to provide comprehensive advice tailored to each client's unique situation.
For Jess, building strong, lasting relationships with her clients is paramount. She takes pride in being an integral part of each client's journey, celebrating their successes and guiding them through life's milestones and challenges. You can find Jess’ professional history and more about her services at brokercheck.finra.org.
When she’s not in the office, Jess enjoys spending quality time outdoors with her husband and two boys, especially at baseball games. Her dedication to her family and community further fuels her commitment to helping others achieve their financial dreams.