Jess Skolnick (CFA, CFP®)
Jess Skolnick focuses in the
following client markets or areas of practice:
- AUM
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Socially Responsible Investments
- AUM
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Socially Responsible Investments
Planning Specialties
I work with clients who see their money as a tool to achieve greater independence and live life on their own terms, not as a high score meant to be maximized. My first concern is always learning what the money is for. Next, I work with my clients to build financial resilience, identify tax planning opportunities and invest their assets in risk-managed diversified portfolios. As a CFA charterholder and CFP® practitioner with two decades experience in investments, investment management is a core competency of mine. Mindi offers investment management that can be customized for your specific situation and preferences, including strategies for concentrated stock positions and large unrealized gains, while avoiding unexpected tax consequences. I am open to working with clients at all stages in their financial lives but I specialize in working with freelance and entrepreneurial clients as well as clients who want to retire early. I help freelancers with retirement plans, cash-flow planning and insurance reviews so they can focus more on their business than managing their finances and I help potential early retirees figure out what early retirement could look like and how to save to achieve it.Additional Information
After over a decade managing investments for financial advisors and their clients, I started Mindi Financial in 2026 to put everything I learned about investments and financial planning to work with my own clients. ? ? You are the boss of you - your money shouldn't be. Whether you are am entrepreneur navigating variable income, a family trying to build resilience or just wondering if you have enough to retire, managing your wealth often feels like a second job. As a Fee-Only, Fiduciary Financial Planner, my business model is simple: I do not sell insurance, I do not earn commissions, and I do not have hidden agendas. The only person who pays me is you, which means my only incentive is to give you advice that leaves you better off. I specialize in helping Hudson Valley locals and clients nationwide with: • Solo Entrepreneurs & Freelancer Retirement and Cash Flow • Tax-Aware Planning • Customized Investment Management Education: ? BA, Economics, Dartmouth College Designations: CFA Charterholder CFP® ?NAPFA Start Date
June 24, 2026
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.