Jerico Maddela

📈Wealth Advisor |🏀Coach |👨🏽‍🏫Mentor

Role
Wealth Advisor at Tci Wealth Advisors
Location
Tucson, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jerico Maddela

CONTACT INFORMATIONGVoice:+1 (520) J••••••••@Gmail.comI approach financial planning the same way I approach coaching basketball. Everyone needs a game plan: whether you\'re a player trying to win a championship, or a retiree figuring out how to turn savings into steady income. The playbook is different for each person, but the goal is the same: to help you feel confident and in control. As a coach, I don’t just draw up plays and walk away. I’m on the court with you, adjusting the plan, motivating you through the tough spots, and celebrating the wins. That’s how I work with my clients. I’m not just your planner. I’m your coach for life!

Experience

  1. Wealth Advisor

    Tci Wealth Advisors

    Jul 2024 — Present · Tucson, AZ, US

Education

  • California State University Maritime Academy

    Bachelors, Business Administration with emphasis in International Business & Logistics

    2002 — 2005

  • Grand Canyon University

    Master of Business Administration (MBA), Finance

    2010 — 2011

Skills

  • Mutual Funds
  • Asset Allocation
  • Investments
  • Executive Compensation Planning
  • Banking and Credit Management
  • Strategy
  • Small Business Retirement Plans
  • Titling and Beneficiary Designations
  • Trading Platform Specialist
  • College Planning
  • 401k Rollovers
  • Recruiting
  • Charitable Giving

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Jerico Maddela — Email, Phone Number & Contact Info | Unifers