Jessica Scola (CFP®)
Jessica Scola focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
- AUM
- College/Education Planning
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
After starting my career as a CPA with a Big 4 firm, I spent over a decade building a successful business in direct sales, leading, coaching, and mentoring hundreds of women. A health crisis in 2020 gave me a powerful reason to reevaluate my path, and I realized my true calling had always been financial planning so that I could help others live well and make confident decisions about their future.
Now as a financial advisor at Sound View Financial, I specialize in working with professional women, especially those who are juggling high-achieving careers, caregiving roles, and long-term financial responsibilities. My approach is centered on empathy, clarity, and empowerment. I love helping people untangle complexity and align their finances with their values and goals.
Whether I’m guiding someone through a career change, retirement planning, or navigating family financial dynamics, my goal is to provide a sense of peace and purpose. I strive to be a trusted partner, not just for your money, but for your life.
Additional Information
As a wife and mom to three active boys, I understand firsthand the challenges of balancing family, career, and everything in between. Most days are a mix of sports practices, homework help, client meetings, and trying to get a healthy dinner on the table, sometimes all at once! This lived experience gives me a deep appreciation for the women and families I work with, who are also trying to “do it all” while staying focused on what matters most.
When I’m not working with clients or cheering from the sidelines, I love hot power yoga, working out, listening to podcasts, and catching up over coffee with friends. I’m passionate about helping other women feel confident in their financial decisions, especially those who are navigating multiple roles as professionals, caregivers, and community leaders.
I stay connected through women’s leadership groups, local volunteering, and mentoring, and I believe in lifting others up at home, in business, and in life.
NAPFA Start Date
May 02, 2025
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