Jesse C. T.
Senior Wealth Advisor at Mariner | Wealth & Asset Management, FinTech and Startups
- Role
- Senior Wealth Advisor at Mariner
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jesse C. T.
I am passionate about democratizing financial knowledge and excel at simplifying complex…
Experience
Senior Wealth Advisor
Mar 2025 — Present · Los Angeles, CA, US
As a Senior Wealth Advisor at Mariner, I help my clients find solutions to complex wealth challenges. At Mariner, our team of advisors and associates collaborate on tax planning, estate planning, insurance, trusts and more. Because when we have access to a more collaborative approach, we believe we can find more sophisticated solutions.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
Education
Georgia State University - J. Mack Robinson College of Business
BBA
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
2015 — 2017
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