Ellis DeJesus in

Ellis DeJesus

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Certified Financial Planner at Northbridge Financial Group
📍 Tampa, Florida, United States

Ellis de Jesus is a CERTIFIED FINANCIAL PLANNER™ with Northbridge Financial Group, specializing in wealth management and asset protection. He focuses on helping medical professionals, business owners, and retirees achieve their financial goals. He holds both CFP® and ChFC® certifications and attended the University of Florida.

Outside of his professional life, Ellis is a dedicated husband and father to two daughters. As a San Antonio native and an avid outdoorsman, he enjoys spending his free time playing golf and being with his family.

He is deeply committed to helping his clients not only retire with confidence but also build a lasting family legacy.

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Experience
13 Years
Current Role
Certified Financial Planner
Location
Tampa, Florida, United States
Personality Overview

How Ellis shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ellis cares about

Wealth Management
His career is dedicated to developing comprehensive wealth management plans that address complex financial issues for his clients.
Asset Protection
A core tenet of his financial planning philosophy is the strategic protection of his clients' assets for long-term security.
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Career

Work history

12-2015
Certified Financial Planner
Northbridge Financial Group
9-2013 - 12-2015
Wealth Manager
USAA
10-2012 - 9-2013
Vice-President - Financial Consultant
Charles Schwab
In the press

Media appearances

Ellis de Jesus | Northbridge Financial Group. Featured in Northbridge Financial Group
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Education
1997 - 2001
Education details unavailable
University of Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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