Jessica
Espinoza
Nfp Retirement Inc
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About this Advisor
Jessica Espinoza is a financial advisor based in Bethesda, Maryland, working with Nfp Retirement Inc. Jessica has previously held positions at Nfp Advisor Services, Kestra Financial Services, Inc, Nfp Retirement, Inc, and Kestra Investment Services, LLC. Jessica is registered to provide services in California and Maryland. Currently, Jessica is part of Nfp Retirement Inc, which operates out of Bethesda, Maryland. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jessica Espinoza Work History
Nfp Retirement, Inc
Kestra Investment Services, LLC
Kestra Financial Services, Inc
Nfp Advisor Services
Disclosures
Please visit the SEC profile of Jessica Espinoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nfp Retirement Inc
Norwell, MA
Aliso Viejo, CA
Denver, CO
South Jordan, UT
Aliso Viejo, CA
Aliso Viejo, CA
Beachwood, OH
Aliso Viejo, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
