Jesse M. Email & Phone Number

Most people hear “Financial Planning & Wealth Management” and think “Confusing + Intimidating + Snoozefest”.I used to think Advisors were only for the Ultra-High-Net-Worth, top .1% of the population.I then asked myself – How do you think they got there? By making poor money decisions? Nope. They surround themselves with mentors, who guide and chart their path to success.Why should you be any different?These concepts are for everyone – and it’s not nearly as complicated as you may think. I was taught financial literacy from a young age (super thankful), yet oftentimes I still had to learn the hard way how impactful well informed money decisions could be. That’s why I became an advisor: to help others navigate their financial journey with confidence.People often only think about their finances during major life shifts:⏳ Career shift: Job Change? What to do with an old employer’s retirement plan? Happy to review.🔑 Life events: Marriage, buying a house, new baby, divorce, or inheritance? I’ve got you covered.✅ Existing advisors: Looking for a fresh perspective? Second set of eyes to review? I'm here to help.These are a few of the many common scenarios.My goal is to help you understand your financial situation and work together to create a personalized plan to reach your goals, without judgment. Together, we’ll tackle your financial challenges and move step-by-step towards your objectives.A holistic, client-centric approach every step of the way.Whether you’re local or across the country, I’m here for you. Call my office (845) 238-6460, send a direct message, or email me at jesse@gplanpartners.com. Financial freedom awaits.

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  Florida Gulf Coast University

  Legal Studies And Criminal Justice