Jesse Maggio, CFP®
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.