Jessica Pierce Pasquale, CFP®, CEPA in

Jessica Pierce Pasquale, CFP®, CEPA

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Wealth Advisor at Curi Capital
📍 Raleigh, North Carolina, United States

Jessica Pierce Pasquale is a Wealth Advisor at Curi Capital, specializing in comprehensive financial planning. A graduate of The University of North Carolina at Chapel Hill, she holds both CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor (CEPA) designations, focusing on helping clients achieve their life goals.

Outside of her financial advisory role, Jessica is a creative artist. She runs her own business, Pierce Paints, where she creates and sells original acrylic paintings. This passion showcases her artistic side and entrepreneurial spirit, balancing her analytical professional life with creative pursuits.

Unique fact: She is the owner and artist behind Pierce Paints, her personal business for selling original acrylic paintings.

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Experience
14 Years
Current Role
Wealth Advisor
Location
Raleigh, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jessica cares about

Holistic Wealth Planning
As a CFP®, she focuses on helping clients identify, prioritize, and achieve their life goals through comprehensive financial strategies.
Business Exit Strategy
Her CEPA certification indicates a specialized expertise in advising business owners on how to successfully plan for and execute their exit.
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Career

Work history

11-2021
Wealth Advisor
Curi Capital
2-2020 - 12-2021
Relationship Advisor II
First National Bank
8-2015 - 2-2020
Senior Wealth Planning Analyst
First Citizens Bank
1-2012 - 7-2015
Associate Wealth Management Advisor
Northwestern Mutual
4-2011 - 12-2011
Branch Office Administrator
Edward Jones
In the press

Media appearances

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Education
2003 - 2007
Bachelor of Arts (B.A.)
The University of North Carolina at Chapel Hill
Social presence
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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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Charlie Brey, CFP®
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