J. J. Sessions

Shareholder & Sr Financial Planner @The Planning Center, Inc

Fresno, CA, US
EMAILS
j••••••••@theplanningcenter.com
MOBILE NUMBERS
+18•••••••03

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WORK HISTORY

Jan 2014 — Present

Shareholder & Sr Financial Planner @The Planning Center, Inc

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Fresno, CA, US

EDUCATION

1999 — 2002

University of Minnesota-Twin Cities

Bachelor of Science, Family Social Science-Family Finance

1997 — 1999

Utah Valley University

Associate's degree

SKILLS

Asset AllocationBudgetingInvestmentsFinancial PlanningRetirement PlanningStrategic Financial PlanningRetirementPersonal FinanceCash Flow ManagementBudgetsLife PlanningInvestment AdvisoryMutual FundsRetirement Income StrategiesCash ManagementFinancial AdvisoryAsset ManagementRisk ManagementFinancial PlannersPortfolio ManagementCash Flow

ABOUT J. J. SESSIONS

I started college wanting to be a marriage and family therapist. As I went through my courses, I became interested in how money hurts and helps families. I realized that financial planning was another way I could serve marriages and families. Things like effective cash flow planning and life planning can have a profound impact on reducing conflicts in marriages that surround money. My primary responsibility as a financial advisor is to assist individuals and families to achieve clarity on their financial and life goals, and work closely with them to accomplish those goals while helping to minimize the financial stress that often accompanies marriages and families.

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