Jess Skolnick (CFA, CFP®)
Jess Skolnick focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Federal Employees
- Investment Advice with Ongoing Management
- Millennials
- Socially Responsible Investments
- Business Owners
- Entrepreneurs
- Federal Employees
- 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. I help freelancers, entrepreneurs and small business owners with retirement plans, cash-flow planning and insurance reviews so they can focus more on their business than managing their finances.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. ? ? I am originally from Brooklyn, NY and lived most of my life in the city until the pandemic shifted my priorities and changed my definition of success from earning more money to enjoying the outdoors, connecting with my community, and spending more time with my dogs. I became a full time remote worker and moved to a town in the Hudson Valley called Beacon where a lot of other people had the same idea. ?I work with clients locally and nationwide who have also made the choice to prioritize their quality of life and who want their money to enable them to live their best life, whatever that looks like. Education: ? BA, Economics, Dartmouth College Designations: CFA Charterholder CFP® ?NAPFA Start Date
June 24, 2026
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