Jessica McDonald (CFP®, MS)
Jessica McDonald focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Professional Athletes or Entertainers
- AUM
- Business Owners
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Professional Athletes or Entertainers
Planning Specialties
Whether you're an ambitious athlete seeking to capitalize on a lucrative sponsorship deal, a seasoned professional ready to make your money work harder for you, or a devoted veteran preparing for a comfortable retirement - we've got you covered! Our mission goes beyond mere financial planning; it revolves around promoting financial literacy for EVERYONE and breaking down barriers that hinder financial success.Additional Information
I'm here to empower you with the financial knowledge and strategies you need to turn your dreams into reality. So, if you want to build your wealth, accomplish your life goals, and create a financial future that exceeds your expectations, book your free consultation today.NAPFA Start Date
July 27, 2023
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.