Jesse Bittle
Advisor @Sun Life
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WORK HISTORY
Advisor @Sun Life
EDUCATION
Financial Planning Standards Council
CFP, Certified Financial Planner
ABOUT JESSE BITTLE
As a CERTIFIED FINANCIAL PLANNER™, I\'ve spent 20 years helping Clients navigate their financial journeys. Holding esteemed designations like CFP™, Chartered Life Underwriter®, and Certified Health Insurance Specialist, I bring a wealth of knowledge to the table.I focus on working with professionals in the field of medicine, law, and health care. My goal is to create comprehensive financial plans that not only meet but exceed Clients\' expectations. In my practice, I prioritize building lasting professional relationships grounded in collaboration, empathy, and trust.By listening attentively to Clients\' needs and aspirations, I can tailor personalized strategies that align with their unique goals. I\'m passionate about empowering individuals and families to achieve financial security and peace of mind.Beyond the office I enjoy family time and spending time with my wife and new baby girl. I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.Awards and memberships are based on insurance business only.
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