Jesse Maggio, CFP®
Wealth Advisor
Designations and Licenses
Jessie is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Jesse works with clients to develop custom wealth management strategies based on the client’s unique goals & objectives. His prior Financial Planning experience dates back to 2012 and includes backgrounds within the Banking and Insurance Industry; before joining Mariner Wealth Advisors in 2018. Jesse’s diverse experience within our industry enables him to advise clients holistically through a wide range of financial strategies, which include customized investment strategies, Estate Planning, Tax Planning & Risk Management Strategies.
He has a Bachelor’s Degree in business administration with a major in finance and a minor in economics from Eastern Washington University.
Jesse’s Office
Insights
Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate
August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending
July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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