Retirement Planning Specialist
Jesse joined AXA Advisors, LLC in 1999. Previously, Jesse had an eight-year career in banking where he developed his passion for helping guide others through the process of reaching their individual financial goals and needs.
His business focuses on helping to personalize comprehensive financial planning, retirement funding and estate preservation planning strategies.
Jesse enjoys helping owners of closely-held businesses protect their assets, provide cost-effective employee benefits, and to help ensure the long-term stability of their businesses.
To afford his clients additional resources, he merged his practice with The Rockland Group – Wealth Management, LLC. This alignment will provide access to specialized teams focused on the creation and implementation of the intricate details of an individual’s financial plan.
Jesse resides in Reading, Pennsylvania with his wife and children.
Jesse has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the successful receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania.
Accreditations:
B.S. Business Administration
Albright College, Magna cum Laude
Rutgers, The State University of NJ
Villanova University
Financial Industry Regulatory Authority (FINRA)
Series 7, 6, 63, 65 & 24
Life, Health, Annuity and Accident Insurance Licenses
Professional Memberships:
Million Dollar Round Table Member
Albright College, The 1856 Legacy Society Member
Berks County Chamber of Commerce Member
Civic Activities:
Borough of St. Lawrence
Borough Council Member, 2001- 2005
Planning Commission Vice Chairman, 2001- 2005
Albright College
Chairman of the Advisory Committee to the Office of Development, 2004- 2005
Berks County Latino Chamber of Commerce
Member of Board of Directors, 2009- Present
Chair of Membership & Marketing Community, 2010