Jessica A. Saunders, CFP®, CDFA®
Jessica Saunders partnered with Prosperitas Financial to embark on a lifelong dream of blending her passion for wealth planning with empowering her clients to be financially and personally successful. It is here that she has the opportunity to collaborate with some of the best individuals and business owners to establish sound financial decisions. Together, they are laying the groundwork for a secure and prosperous future.
Jessica is a proud Alumni of California State University at Long Beach, where she earned her undergraduate degree with a double major in Finance and International Business with an emphasis in Spanish. While completing her degree, Jessica began her career in the wealth management industry and realized her purpose for helping people achieve their dreams.
In 2019, Jessica accomplished a significant milestone by earning the prestigious CERTIFIED FINANCIAL PLANNER™ certification and designation to be able to further work with her clients in achieving their goals and living an abundant life. This designation takes nearly 2 years to complete with only 23% held by women. To attain this recognition, applicants must meet stringent education and experience criteria, ensuring they possess the necessary expertise to guide their clients effectively. Throughout the entire planning process, she upholds the highest ethics, professional standards and financial planning fundamentals with her clients.
Throughout her entire career, Jessica has consistently delivered differentiation and a high touch service level through a comprehensive and holistic Wealth Planning approach. Her expertise in this field has led her to be sought after by over 500 business owners across the nation, whom she has advised and mentored, helping them build impactful practices and better serve their own clients.
In addition to her dedication to her clients, Jessica has actively engaged in giving back to the community. She has contributed her time and expertise to various nonprofit and community outreach programs, where she has served on boards and provided mentorship to high school and university students. Her involvement in business development and finance committees has further enriched her contribution to these organizations. Currently, Jessica is an active member of Junior Achievement of Southern Nevada, an organization with a mission to inspire and prepare young individuals for success in the global economy by promoting financial literacy, work and career readiness, and entrepreneurship. Through her unwavering commitment to excellence and community involvement, Jessica continues to make a positive impact on the lives of those she serves and the broader community.
Originally from Denver, Jessica was raised in Temecula, CA, and she has lived in Huntington Beach, Santa Monica, Austin, and Spain. In 2019, she settled in Las Vegas where she welcomed the arrival of her son, Kaleo in 2021. Fun fact: Kaleo means “the sound” or “the voice” in Hawaiian and he definitely lives up to his name. She enjoys traveling all over the world, Pilates, hiking, and spending time with her extensive family.