Jessica K. Martini, CLU®

Jessica Martini is a financial advisor with a private practice in Long Beach. They are a millennial parent empowering independent women, LGBTQIA+, and neurodivergents to give them a fair shake in this world.  Equity in financial literacy is at the core of their social justice mission; there is nothing more gratifying than demystifying the systems that were not designed by and for women and queer people.

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I'm not for everyone. I'm perfect for the right people.

My financial practice is based in Long Beach, but I get to work with clients virtually who are everywhere from Hawaii to New York!

I am passionate about volunteering with ERG's and organizations that support women's/LGBTQIA+ initiatives.

I frequently donate my time to educate and empower professionals through the practice of financial planning, and have been fortunate to be able to share my knowledge at various seminars with Fortune 500 companies. Tech is my sweet spot, as many women and queer people have the same small presence there as they do in the financial industry.

My two stellar kids - Maverick and Lydia - have shown me the real meaning of joy and resilience. We have so much love within our local queer and polyamory community.

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Education

Degree
Masters of Business Administration - Regis University, CO
Bachelor of Arts in Political Science/Urban Studies - Fordham University, NY

Press

Jess has presented financial planning education to organizations including:

  • 49ers
  • Comcast
  • Samsung
  • Southwest Airlines
  • Hootsuite
  • University of Phoenix

Areas of Expertise

Education Planning & Funding

Financial Planning

Insurance Protection Strategies

Multigenerational Planning

Retirement Planning & Income Strategies

Tax-Efficient Strategies

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