Jessica Aliotti CFP, CLU, ChFC in

Jessica Aliotti CFP, CLU, ChFC

Examiner · DISC type cs
Wealth Management Advisor at Northwestern Mutual
📍 Los Angeles Metropolitan Area, United States

Jessica Aliotti is a nationally ranked Wealth Management Advisor at Northwestern Mutual, holding CFP®, CLU®, and ChFC® designations. Recognized by Forbes as a top advisor, she specializes in tax-efficient strategies and wealth preservation for professionals and business owners. She earned her Bachelors degree from Saint Marys College of California.

Formerly a student-athlete who played college soccer, Jessica began her career in entertainment television at E! Networks. She is passionate about financial literacy, particularly for women, and actively supports woman-based nonprofits and pediatric cancer research. Jessica lives in Orange County with her husband and three daughters.

Jessica pivoted from a career in entertainment production to finance after observing her successful peers lacked financial confidence.

Read the full overview →
Experience
15 Years
Current Role
Wealth Management Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Jessica shows up

Late Adopter
Process Oriented
Status Quo Seeker

They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally. They are always well-planned and adopt a systematic approach.

Priorities

Topics Jessica cares about

Financial Literacy
Passionate about empowering others financially, with a specific focus on educating women and communities through speaking engagements at businesses and universities.
Tax-Efficient Strategies
A core part of her professional expertise, helping clients with tax mitigation and wealth preservation, as highlighted in her professional bio.
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Career

Work history

10-2014
Wealth Management Advisor
Northwestern Mutual
6-2012 - 9-2014
Post Production Coordinator
E! Networks
7-2010 - 6-2012
Production Assistant
E! Networks
6-2009 - 9-2009
Intern at EXTRA
Warner Bros. Entertainment Group of Companies
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2010
Bachelor of Arts
Saint Mary's College of California
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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