AeroLeads people directory · profile
Jolisa Gonzalez Email & Phone Number
Paraplanner and Marketing Specialist
at
Intentional Wealth Partners
1 work email found
@stratoswealthpartners.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Paraplanner and Marketing Specialist
Location
Cleveland, Ohio, United States
Who is Jolisa Gonzalez? Overview
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Quick answer
Jolisa Gonzalez is listed as Paraplanner and Marketing Specialist at Intentional Wealth Partners, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at stratoswealthpartners.com and a matched LinkedIn profile for Jolisa Gonzalez.
Jolisa Gonzalez previously worked as Committee Member at Ser Latin@ Advisor Summit and Director of Business Development for Samer Hilal at Stratos Wealth Partners. Jolisa Gonzalez holds Bachelor Of Arts - Ba, Business Studies from Cleveland State University.
Company email context
Email format at Intentional Wealth Partners
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{first_initial}{last}@stratoswealthpartners.com
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AeroLeads found 1 current-domain work email signal for Jolisa Gonzalez. Compare company email patterns before reaching out.
Profile bio
About Jolisa Gonzalez
Born and raised in Cleveland with Puerto Rican roots, I graduated from Holy Name High School and earned my Business degree summa cum laude from Cleveland State University.Since February 2020, I have been with Stratos Wealth Partners, initially joining to assist President and CEO Jeff Concepcion in his expansion efforts. In 2022, I transitioned to work with Samer Hilal, where I handle the insurance side of the business, specifically life and Medicare insurance, as well as assist with marketing and administrative duties. Prior to Stratos, I spent six years at the Cleveland Municipal Housing Court, where I honed my communication and problem-solving skills.My passion for the financial and investment industry began in high school, and I have been dedicated to pursuing a career in this field ever since. My ultimate goal is to educate students and individuals from low-income families on the importance of money management, aiming to break generational cycles and empower future generations.In addition to my role at Stratos, I am actively involved with the SER Summit. SER aims to foster community growth and professional development, specifically targeting Latino financial professionals. As a member of the marketing and design team, I help plan the annual conference, which brings together industry leaders and participants to share knowledge, network, and promote the advancement of Latino professionals in the financial sector.Through my diverse experiences and commitment to financial education, I strive to make a positive impact on the community, helping others achieve financial security and success.
Current workplace
Jolisa Gonzalez's current company
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7 roles
Jolisa Gonzalez work experience
A career timeline built from the work history available for this profile.
Committee Member
Current
Dec 2023 - Present
Director Of Business Development For Samer Hilal
CurrentIn my role at Stratos Wealth Partners, I work closely with Samer Hilal to drive business growth and manage key aspects of the insurance division. My key responsibilities include:Life & Medicare Insurance Sales: Conducting life and Medicare insurance sales, providing tailored solutions to meet clients' diverse needs.Business Development: Developing and.
Apr 2023 - Present
Marketing And Client Services Manager For Samer Hilal
Current- Securities offered through LPL Financial, member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, Ltd., a.
- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from.
Jan 2023 - Present
Administrative Assistant To Jeff Concepcion
At Stratos Wealth Partners, I provided essential support to President and CEO Jeff Concepcion, focusing on enhancing operational efficiency and contributing to the company's expansion efforts. My key responsibilities included:Administrative Support: Delivered professional, responsive, and reliable support to maximize the CEO’s time and productivity.
Feb 2020 - Dec 2022
Administrative Assistant
Cleveland Municipal Housing Court
At the Cleveland Housing Court, I was responsible for a variety of tasks that supported the smooth operation of the court and its services to the community. My key responsibilities included:Conflict Resolution: Assisted in resolving disputes between tenants and landlords, providing clear communication and effective mediation to reach fair outcomes.Project.
Sep 2018 - Feb 2020
Student Intern
Cleveland Municipal Housing Court
Jun 2014 - Sep 2018
3 education records
Jolisa Gonzalez education
Bachelor Of Arts - Ba, Business Studies
Associate Of Arts - Aa, Business Administration And Management, General
Education record
FAQ
Frequently asked questions about Jolisa Gonzalez
Quick answers generated from the profile data available on this page.
What company does Jolisa Gonzalez work for?
Jolisa Gonzalez works for Intentional Wealth Partners.
What is Jolisa Gonzalez's role at Intentional Wealth Partners?
Jolisa Gonzalez is listed as Paraplanner and Marketing Specialist at Intentional Wealth Partners.
What is Jolisa Gonzalez's email address?
AeroLeads has found 1 work email signal at @stratoswealthpartners.com for Jolisa Gonzalez at Intentional Wealth Partners.
Where is Jolisa Gonzalez based?
Jolisa Gonzalez is based in Cleveland, Ohio, United States while working with Intentional Wealth Partners.
What companies has Jolisa Gonzalez worked for?
Jolisa Gonzalez has worked for Intentional Wealth Partners, Ser Latin@ Advisor Summit, Stratos Wealth Partners, and Cleveland Municipal Housing Court.
How can I contact Jolisa Gonzalez?
You can use AeroLeads to view verified contact signals for Jolisa Gonzalez at Intentional Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Jolisa Gonzalez attend?
Jolisa Gonzalez holds Bachelor Of Arts - Ba, Business Studies from Cleveland State University.
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