Jesse Maggio, CFP^®

Designations and licenses

Jesse is a CERTIFIED FINANCIAL PLANNER® professional and holds an insurance license.

Experience and education

Jesse works with clients to develop custom wealth management strategies based on their unique goals and objectives.

Prior to joining Mariner in 2018, Jesse worked in the banking and insurance industry for six years. His diverse financial planning experience enables him to advise clients on a wide range of financial strategies, including estate and tax planning, along with unique investment strategies tailored to fit their needs.

Jesse has a bachelor’s degree in business from Eastern Washington University.

Jesse’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.