As a Wealth Manager, Jesse works directly with clients to address their life planning needs with an emphasis in the areas of retirement planning, investment management, estate planning, tax planning, business succession planning, risk management and charitable planning. He strives for a rigorous understanding of each client’s unique circumstances and works to develop and dynamically sustain a customized financial plan that helps fulfill their objectives.
Jesse has over 15 years of experience in the financial services industry. Prior to joining Creative Planning, he worked as a wealth management professional for a large regional financial institution where he served clients in the areas of asset management and comprehensive planning.
Jesse earned his Bachelor of Science degree from the University of Southern California. He has also completed his Master of Business Administration degree from the University’s Marshall School of Business.
Born and raised in Southern California, Jesse is the proud father of three children with his wife Keri. He enjoys playing golf, periodically runs in marathons and is an avid sports fan. His primary pastime, however, is coaching and attending his children’s baseball, basketball and soccer games.