Jessica Simmons

Jessica Simmons CFP, CDFA, APMA

Wealth Advisor

Ohio: 937-345-0556
California: 626-261-7011

When Jessica made a cross-country move and an unexpected career transition over a decade ago, she was looking for a career that would utilize the skills obtained through her graduate education and previous work as a licensed counselor.  Becoming a CERTIFIED FINANCIAL PLANNER™ practitioner allowed Jessica the deep satisfaction of seeing her clients experience positive changes – more effective money-related behaviors and increased confidence – while also helping couples navigate challenging conversations about money.

Then, Jessica facilitated her first divorcing clients through their kitchen-table divorce and realized she was passionate about helping people divorce in peaceful, respectful ways.  She became a Certified Divorce Financial Analyst (CDFA) to work with individuals and couples who want to make financially sound and informed decisions for their new futures. Through one-on-one advocate work, mediation, and collaborative divorce, Jessica is a compassionate partner through one of life’s most stressful transitions.

Jessica splits her time between Southern California and Ohio, but serves clients nationwide. Beyond work and time with her husband Dan and cat Bobbie Fernie, Jessica stays engaged with many networking and volunteer activities, including Rotary, NAWBO, youth theater, and serving on multiple nonprofit boards.

Jessica Simmons is registered to conduct securities business in CA, CO, FL, GA, MI, NC, NV, NY, OH, PA, TN, WA.

Insurance-related services may not be provided to individuals residing in any states other than OH, CA, MI.  No offers may be made or accepted from outside the specific states referenced.