Jessica C. Fox believes financial guidance should be rooted in trust, education, compassion, and genuine care for the people she serves. As a Certified Financial Fiduciary, she is committed to putting her clients’ best interests first while helping them make informed decisions with clarity and confidence.
Born in Rochester, New York, Jessica holds both a BFA and an MA. She has lived and traveled extensively throughout the United States and abroad.
Before entering the financial industry, Jessica spent more than a decade in hospitality at a Forbes Five Diamond resort, where excellence, attention to detail, and exceeding expectations were the standard.
Faith is central to Jessica’s life and work. She believes God is at the helm of all she does and views her career as an opportunity to be a faithful steward of the gifts and talents she has been given. She is passionate about serving others, especially those who are underserved.
Outside of retirement and wealth building, Jessica is a philanthropist for animal rescue efforts. She even shares her home with four rescue cats she has rehabilitated. She is an avid reader, enjoying physical books and donating them to others. Jessica strengthens her mind and body through physical fitness routines, including yoga and rowing. She is also a longtime swimmer, and the butterfly has remained her favorite stroke for decades.
I started working with Jessica in 2023. I was tasked by my employer to explore non-qualified retirement plan options. Meeting Jessica was serendipitous, as she provided not simply a buffet of alternatives to explore, but was fully knowledgeable about how to apply strategies and familiar with best practices. The benefits of her expertise became apparent quickly. Jump forward three years, and I continue working with her as I further align my goals. I have become a student of her approach in the field. She is a masterclass on the details and helps guide the right choice.
Best, Eric P.
Planning for retirement can be very stressful and I will be the first to admit challenging. Mt husband and I recently worked with Jessica who was not only professional but very thorough in her discussions. She took the time to ensure that I completely understood the basics. We scheduled several conference calls and in each, we discussed our goals and objectives. She started the call by communicating the goal and ensured that during the call I was clear on what had been discussed. At the end of the call she always ensured that my goals and objectives were met. Her thorough communication ensured that I was comfortable with the next steps.
Best, Wanda M.
