Jessica Aliotti

Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®

18575 Jamboree Rd Suite 400, Irvine, CA 92612

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Our mission is to inspire clients to find joy in their journey by being a grounding presence and simplifying life’s complexities

An expert in tax efficient strategies, risk mitigation, and wealth preservation, Jessica and her team are passionate about helping others realize their vision of a sound financial future. They work with their clients at every stage of life, helping them to understand both their needs and their potential. Our specialty is in working with sales executives, attorneys, physicians, tech professionals, & business owners to find the solutions that work best for their unique needs.

Our goal is not only to implement a plan that is tailored specifically to the needs of you or your business, but to ensure that you have a thorough understanding of your financial picture. Through education and a consultative dialogue, we give our clients the tools they need to plan for today and for generations to come.

Our clients can expect expertise, education, and enthusiasm when working with us. The transforming power of financial peace of mind is a gift we love to give, day after day.

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In the Media

Jessica has garnered significant recognition for her contributions to the industry. Forbes has recognized her as one of the top "Financial Security Professionals" in 2023, underscoring her dedication to providing exceptional financial guidance.

The Orange County Business Journal honored her with the “Women in Business” and “Women in Finance” awards in 2023, highlighting her leadership and expertise.

Additionally, The LA Times named her among its “Inspirational Women” in both 2023 and 2024, celebrating her influential role and commitment to excellence.

We’re top ranked by Forbes

Jessica Aliotti has been recognized by Forbes as one of the top financial security professionals in California. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Top Financial Security Professionals list (July 2024), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.