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Jessica Rossana, CFP®

Wealth Manager
Jessica serves as a Wealth Manager, working closely with clients to provide ongoing financial advice and support. She believes it is essential to develop a strong understanding of each client's personal goals and financial needs when constructing a customized financial plan. Prior to joining Creative Planning, Jessica was the Director of Client Services for an independent financial advisory firm. Jessica was a member of the Executive Team and won several awards for her contributions to the firm during her tenure. The majority of Jessica's career has focused on developing long term client relationships, consulting with high net worth clients and their family members to make important financial decisions, and mentoring new advisors. Jessica earned her Bachelor of Business Administration degree in Finance and graduated summa cum laude from Western Michigan University. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Jessica is an enthusiastic animal lover and enjoys taking care of her dogs, cat and rabbits. In her free time she likes to cook, draw, kayak, and always makes sure to get in a good workout.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021