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Jesse Whitsit

Professional designations
CFP
Firm or Broker/Dealer name
States licensed in
Hauppauge
,
New York
Areas of expertise
Languages spoken
English
Time Zone
As a CERTIFIED FINANCIAL PLANNER®, I’m held to a high ethical standard. Holding this prestigious designation in the financial industry, I work to help provide comprehensive strategies to help address each clients unique financial situation with a focus on tax management and risk management strategies.
Partnered with Wings for Widows for over three years to ease financial stress, provide advise on priorities to complete in a timely manner and building confidence in themselves.
Passionate about philanthropy work, networking, and growing social reciprocity with those around me to further innovation.