JESSE DANIELSON
We’re here to help you feel confident in your financial future.
JESSE DANIELSON
CFP® // Investment PlannerJesse holds a Bachelor’s degree in Economics from Wheaton College and has been a Certified Financial Planner™ since 2018. With extensive experience in the financial services industry, Jesse most recently served as a Financial Advisor at Vanguard and has also worked with Raymond James and D.K. Brede Investment Management. In his free time, Jesse enjoys Boston sports, BBQ, competitive corn hole, and spending quality time with his wife and nearly 2-year-old son.
