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Debt Concerns Come Into Focus as Spending Bill Advances
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A woman on a mission
Jessica Martini
Financial Advisor
I educate and empower Employee Resource Groups (ERGs), remarkable women, LGBTQIA+ and POC create their own path to financial freedom.
Jessica K. Martini
Jessica Martini is a financial advisor with a private practice in Long Beach. Her practice works with women, business owners, LGBTQIA+ folx, and BIPOC. As indicated in a 2022 Barron’s report, women represent only 15% to 20% of financial planners and she is an advocate for greater women's presence in the financial industry.
Jessica works with many non-nuclear family structures and is a single, queer parent. This perspective has created a safe space for successful professionals within the LGBTQ community to seek tailored, empathetic financial plans.
When she isn’t with clients, Jessica enjoys weightlifting and cookie lifting. She and her two children, Maverick and Lydia live in the downtown Long Beach area.
Education
Degree
Masters of Business Administration - Regis University, CO
Bachelor of Arts in Political Science/Urban Studies - Fordham University, NY
Press
She has presented financial planning education to organizations including:
- 49ers
- Comcast
- Samsung
- Southwest Airlines
- Professional Conference Management Association
- Hootsuite
- Meeting Professionals International
- University of Phoenix
Featured Publications
- Women Leading Hospitality and Travel's Newsletter (How to Invest Like a Woman)
Areas of Expertise
Education Planning & Funding
Financial Planning
Insurance Protection Strategies
Multigenerational Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies