Jessie L. Foster,  CFP<sup>&reg;</sup> - Financial Advisor

Jessie L. Foster, CFP®

CDFA™, MBA

Financial Planner

First Republic Private Wealth Management

160 Federal Street
Boston, MA 02110
FINANCIAL ADVISOR'S WEBSITE
(617) 478-3021

General

Jessie Foster is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Republic Private Wealth Management in Boston, MA and the surrounding communities.

Financial Advisor Experience

Jessie’s professional passion is working with women, business owners, and families to help them navigate life’s complex journey, particularly transitions. While we are all in the midst of one transition or another, Jessie specializes in retirement, career changes, divorce and widowhood. With over 30 years of business experience and clear dedication to the whole person, Jessie has mastered not only the complex matters of finance, but a profound centered presence that clients deeply appreciate and value in potentially challenging situations. She believes that well-informed and cared for clients are empowered to make and implement important decisions relative to their life pursuits.

As a Certified Divorce Financial Analyst™, Jessie illuminates the financial difficulties surrounding divorce for clients, mediators and attorneys. These services entail a broad spectrum from a comprehensive analysis of the short and long-term impacts of proposed settlements, to an evaluation of the tax implications of property division, to spousal and child support, to all of the important retirement and investment decisions that may impact clients and their families well beyond divorce.

Jessie holds a M.B.A from Simmons College School of Management and a Financial Planning Certification from Boston University. She is a trained Mediator and member of the Boston Estate Planning Council.

Though an expert in divorce matters, Jessie is happily married with three grown children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Financial Divorce Analyst (CDFA(TM))

Broker-Dealer Affiliation

Fidelity

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Retirement, Life Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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