Jerico Maddela
📈Wealth Advisor |🏀Coach |👨🏽🏫Mentor
- Role
- Wealth Advisor at Tci Wealth Advisors
- Location
- Tucson, AZ, US
- LinkedIn followers
- 500 followers
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
Wealth Advisor
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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