Jessica has a deep passion as a Financial Advisor and she brings a holistic view toward wealth planning for her clients for the past 19 years. She concentrates on developing a comprehensive wealth plan for her high-net-worth clients. The areas she focuses on: portfolio management, retirement/cash flow planning, education planning, wealth transfer and estate planning strategies. Her business mission is to enhance and simplify her clients' financial life. Areas of focus: * Retirement/cash flow planning * Restricted stock transaction * Concentrated stock divestment planning * Tax planning & Gifting strategies 