Jessica Cafferata, JD, CFP®, CDFA®

Wealth Advisor
Dallas, Texas

Designations and Licenses

Jessica is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®.

Experience and Education

As a wealth advisor, Jessica works with a senior wealth advisor to develop customized wealth management solutions, including comprehensive financial plans with recommendations on asset allocation, insurance, retirement planning and estate planning. Prior to joining Mariner Wealth Advisors, she has held positions as a director of financial planning, a chief compliance officer, a wealth advisor and a family law attorney.

She has a bachelor’s degree in business communication from the University of Kansas William Allen White School of Journalism and Mass Communications, a master’s degree in accounting from Texas A&M University-Commerce and a Juris Doctorate degree from Washburn School of Law.

Personal Interests

Jessica is a member of the Dallas Bar Association – Probate, Trusts & Estates Section. She and her husband David enjoy raising their two children and weekends are graced with family and friends. In her free time, she enjoys learning, traveling, symphonies, theater, reading and running.

Jessica’s Office

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