Jessica Aliotti CFP, CLU, ChFC in

Jessica Aliotti CFP, CLU, ChFC

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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.

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Experience
15 Years
Current Role
Wealth Management Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
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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

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Education
2006 - 2010
Bachelor of Arts
Saint Mary's College of California
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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