Jessica Aliotti
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®
Get to know Jessica
Jessica grew up in Mission Viejo until moving to Moraga, California to start her life as a student-athlete at St. Mary’s College. Jessica was on the women’s soccer team, and she graduated Cum Laude with a Bachelor's degree in Communication and a minor in Kinesiology.
Following her college graduation in 2010, Jessica pursued her first love – entertainment television – and worked on the production team at E! News for four years. While many of her friends in entertainment found early success in their career, few felt confident about financial planning. It was then that Jessica realized she had an opportunity to build relationships off-screen and make a positive impact on people whom she truly cared about through a career in financial services.
Jessica is passionate about helping people understand the importance of financial planning, building a healthy relationship with money for long-term success, and planning for the future.
Jessica currently resides in Orange County with her husband, Anthony, and their daughters, Gia, Olivia & Genevieve.
Professional
Jessica joined Northwestern Mutual as a Financial Advisor in 2014, and she currently practices in Orange County, CA. Her greatest professional achievements can be measured by the impact she has on her clients’ lives and financial security. Jessica holds her Series 6, 7, and 63 FINRA registrations, as well as her CFP®, CLU®, ChFC® and RICP® designations.
In 2016 & 2018, Jessica was recognized as the #1 ranked NM advisor as compared to her peers in the Western Region of the United States. She was #2 in 2017 & 2019. In 2020, Jessica was recognized as an outstanding businesswoman in Orange County by the community of business and the Orange County Business Journal.
Licenses, Certifications and Designations
Licenses
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Series 6 & 63 - Mutual funds, Variable annuities, Variable life insurance, Unit investment trusts (UITs), & Municipal fund securities.
- Series 7 - All Security Products
Certifications and Designations
- CFP® – The CERTIFIED FINANCIAL PLANNER™ certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
- CLU® – Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.
- ChFC® – Chartered Financial Consultant® is the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.
- RICP® – Retirement Income Certified Professional® empowers financial professionals with the knowledge they need to be come experts in today's fast-growing retirement planning market
- Fee-based planning services - Jessica Aliotti is compensated for the time and expertise she puts into designing and creating your personal financial plan. Under this fee structure, she has a responsibility to ensure your interests and goals are always put first. Jessica will take the time to help you make an assessment that works for you and provide you with the tools and strategies necessary to successfully implement the plan
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
My areas of expertise
Disability Planning
Education Planning & Funding
Estate Planning
Financial Planning
Life Insurance Strategies
Long-Term Care Planning
Retirement Planning & Income Strategies
Wealth Management
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
