Jessica Roks, CFP®, Wealth Manager

Jessica serves as a Wealth Manager, working directly with her clients to develop and implement comprehensive financial plans to address their goals and complex financial needs. Jessica practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning. Jessica’s approach focuses on a thorough understanding of her clients’ circumstances in order to provide them with truly customized plans to help achieve their goals.

Jessica brings nearly a decade of experience in the financial services industry to her clients. Prior to joining Creative Planning, she served as the Vice President of Financial Planning for an independent wealth advisory firm. Jessica was responsible for attaining a holistic understanding of her clients’ circumstances and working closely with them to help achieve their goals.

Jessica earned her bachelor’s degrees in economics and psychology from the University of California, San Diego. Jessica is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Jessica and her husband, Chris, have one daughter, Madi. In her spare time, Jessica enjoys live music, spending time with family and friends, and serving as Madi’s Daisy Girl Scout troop leader.

(714) 852-0022

[email protected]

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