AeroLeads people directory · profile
Jessica L. Ortega, Cfp®, Ricp® Email & Phone Number
Partner and Chief Operating Officer
at
Eagle Wealth Strategies
1 work email found
@eaglewealthstrategies.com
1 phone found area 856
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Chief Operating Officer
Location
West Deptford, New Jersey, United States
Who is Jessica L. Ortega, Cfp®, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jessica L. Ortega, Cfp®, Ricp® is listed as Partner and Chief Operating Officer at Eagle Wealth Strategies, based in West Deptford, New Jersey, United States. AeroLeads shows a work email signal at eaglewealthstrategies.com, phone signal with area code 856, and a matched LinkedIn profile for Jessica L. Ortega, Cfp®, Ricp®.
Jessica L. Ortega, Cfp®, Ricp® previously worked as Director of Financial Planning at Eagle Wealth Strategies. Jessica L. Ortega, Cfp®, Ricp® holds Bachelor Of Science (Bs), Finance from Rowan University.
Company email context
Email format at Eagle Wealth Strategies
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*@eaglewealthstrategies.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jessica L. Ortega, Cfp®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Jessica L. Ortega, Cfp®, Ricp®
I am a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional® who joined the Eagle Wealth Strategies team in 2005.I am closely involved in all aspects of our client relationships, including development and monitoring of financial plans. Specializes in: Comprehensive Financial Planning, Retirement Income PlanningEagle Wealth Strategies, LLC (“Eagle Wealth Strategies”) is a registered investment advisor. Eagle Wealth Strategies provides investment advisory and related services for clients nationally. Eagle Wealth Strategies will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.eaglewealthstrategies.com.
Listed skills include Financial Advisory, Investments, Strategic Financial Planning, Finance, and 14 others.
Current workplace
Jessica L. Ortega, Cfp®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Eagle Wealth Strategies
Website
AeroLeads page
2 roles
Jessica L. Ortega, Cfp®, Ricp® work experience
A career timeline built from the work history available for this profile.
Director Of Financial Planning
Eagle Wealth Strategies, LLC (“Eagle Wealth Strategies”) is a registered investment advisor. Eagle Wealth Strategies provides investment advisory and related services for clients nationally. Eagle Wealth Strategies will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.eaglewealthstrategies.com.
2 education records
Jessica L. Ortega, Cfp®, Ricp® education
Bachelor Of Science (Bs), Finance
Associate Of Science (As), Arts & Sciences
FAQ
Frequently asked questions about Jessica L. Ortega, Cfp®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Jessica L. Ortega, Cfp®, Ricp® work for?
Jessica L. Ortega, Cfp®, Ricp® works for Eagle Wealth Strategies.
What is Jessica L. Ortega, Cfp®, Ricp®'s role at Eagle Wealth Strategies?
Jessica L. Ortega, Cfp®, Ricp® is listed as Partner and Chief Operating Officer at Eagle Wealth Strategies.
What is Jessica L. Ortega, Cfp®, Ricp®'s email address?
AeroLeads has found 1 work email signal at @eaglewealthstrategies.com for Jessica L. Ortega, Cfp®, Ricp® at Eagle Wealth Strategies.
What is Jessica L. Ortega, Cfp®, Ricp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 856 for Jessica L. Ortega, Cfp®, Ricp® at Eagle Wealth Strategies.
Where is Jessica L. Ortega, Cfp®, Ricp® based?
Jessica L. Ortega, Cfp®, Ricp® is based in West Deptford, New Jersey, United States while working with Eagle Wealth Strategies.
What companies has Jessica L. Ortega, Cfp®, Ricp® worked for?
Jessica L. Ortega, Cfp®, Ricp® has worked for Eagle Wealth Strategies.
How can I contact Jessica L. Ortega, Cfp®, Ricp®?
You can use AeroLeads to view verified contact signals for Jessica L. Ortega, Cfp®, Ricp® at Eagle Wealth Strategies, including work email, phone, and LinkedIn data when available.
What schools did Jessica L. Ortega, Cfp®, Ricp® attend?
Jessica L. Ortega, Cfp®, Ricp® holds Bachelor Of Science (Bs), Finance from Rowan University.
What skills is Jessica L. Ortega, Cfp®, Ricp® known for?
Jessica L. Ortega, Cfp®, Ricp® is listed with skills including Financial Advisory, Investments, Strategic Financial Planning, Finance, Retirement, Portfolio Management, Asset Allocation, and Wealth Management.
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