Jesse Maltzman, CFP^®

Designations and Licenses

Jesse is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds life and health insurance licenses in New York, California, Connecticut, Kansas, Michigan and New Jersey.

Experience and Education

Jesse provides clients with comprehensive wealth management services to help them achieve their goals and provides integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner Wealth Advisors, he was an 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. He also worked to ensure the efficient and orderly transition of their wealth to the people and institutions most important to them and was responsible for the day-to-day management of highly personalized investment programs.

Prior to that, Jesse was a VP-financial consultant for Fidelity Investments where he managed $2B worth of assets and partnered with clients to design customized plans to help them grow and protect their wealth. At Fidelity, Jesse focused on retirement income planning, tax-efficient investing and legacy planning.

Jesse has a bachelor’s degree in finance from St. John’s University.

Personal Interests

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.