Jesse Szlaga, CFP®
Designations and Licenses
Jesse is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Jesse provides financial planning solutions to his clients based on their specific goals and objectives. He has been in the financial services industry since 2008. Prior to joining Mariner Wealth Advisors, he served as a financial planner at a boutique financial planning firm located in the Chicago area. His responsibilities included financial plan design and development, investment management and research, tax planning and analysis, retirement feasibility planning, estate plan review, and meeting with clients to develop and implement effective planning strategies. Prior to that, Jesse was a financial planning analyst at Capstone Financial Advisors.
Jesse has a bachelor’s degree in accountancy from DePaul University where he was a Magna Cum Laude graduate. He is a member of the Financial Planning Association.
Jesse is an avid fan of all the professional sports teams in Chicago.