Jesse Maggio, CFP®
Wealth Advisor
Denver, Colorado
Designations and Licenses
Jessie is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Jesse works with clients to build comprehensive wealth management plans to help them reach their goals. He brings more than eight years of financial planning experience to Mariner Wealth Advisors, including a background in both the banking and insurance industry. Jesse’s past experience has enabled him to effectively advise clients around cash management strategies, retirement planning and risk analysis.
He has a Bachelor of Arts in business administration with a major in finance and minor in economics from Eastern Washington University.
Jesse’s Office
Insights
Tax Strategies for Funding Higher Education
May 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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Should You Buy or Lease a Car?
May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
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Making Social Security Part of Your Wealth Plan
May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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