Jesse Andrews believes that the wealth planning industry is falling short in providing clients practical information and support to reach their objectives. Many wealth planners follow a formulaic approach and are not committed to learning about the indivdual needs of their clients. Jesse seeks to fill this gap with Wisepath Financial Group.
Jesse has worked in the financial services industry for over a decade in multiple roles. He also started and operates multiple businesses. Both experiences are instrumental in his decision to start Wisepath Financial Group and make him uniquely qualified to serve business owners. This background gives him an appreciation and understanding of what matters for his clients. Jesse works closely with his clients to learn, analyze, and understand their needs, fears, and aspirations. Next, he identifies any obstacles in the way and the steps needed to meet their goals. This includes a complete breakdown of the client’s financial situation and ways they can immediately reduce costs. Then, a new plan of action is created. Afterwards, Jesse will continue to regularly meet with the clients to review new developments and ensure that progress continues.
Prior to starting Wisepath Financial Group, Jesse worked at TransAmerica Agency and Wells Fargo in their insurance and wealth planning divisions. At TransAmerica, Jesse was awarded the Pinnacle Club Award and Platinum Achievement Award in recognition of his performance. In 2015, Jesse was honored with the Round Table Award by the Million Dollar Round Table in recognition of his exceptional performance in the financial services field.
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