Unclaimed
Jessica Lauren Bourassa is a Certified Financial Planner™ professional, registered with Reliant Wealth Planning, LLC. Jessica has been in the financial services industry for 10 years. Jessica specializes in working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Jessica's firm provides portfolio management for individuals, financial planning, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
01/18/2023 - Present
Reliant Wealth Planning, LLC (LOUISVILLE KY)
Active
Inactive
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