Jesse Maltzman, CFP®, CFA®, ChFC®
Designations and Licenses
Jesse is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Analyst® and a Chartered Financial Consultant®. He also holds life and health insurance licenses in New York, California, Kansas and Michigan.
Experience and Education
Jesse provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, Jesse was SVP, senior wealth advisor for Bridgeway Wealth Partners. He worked with high-net-worth and ultra-high-net-worth families to implement comprehensive wealth management plans to help preserve and grow their wealth and to ensure the efficient transition of that wealth to the people and institutions most important to them. Before that, Jesse was VP, financial consultant for Fidelity Investments, where he managed $2 billion of assets and partnered with clients to design customized plans to help them grow and protect their wealth.
Jesse has a bachelor’s degree in finance from St. John’s University.
Jesse enjoys skiing, biking and kayaking. He is an active member of the community, serving in the elementary and high school PTAs and the YAC, a local youth sports program, both in a business and coaching capacity. He is a fan of the New York Giants and New York Yankees.