Jessica Dolmage (CFP®)
Jessica Dolmage focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Jessi was introduced to fee-only advising and financial planning when she became a client of an Iowa firm years ago. She was so strongly influenced by her experience that she switched careers from B2C and B2B digital marketing. She also has a background in non-profit fundraising and public relations. Besides financial planning, her other passions are teaching group fitness classes, enjoying the outdoors, and traveling with her partner and dog.
Additional Information
PFA serves clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from starting a family and changing jobs to handling inheritance and transitioning into retirement. PFA financial advisors work as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized.
We offer both Financial Planning + Asset Management or stand-alone Financial Planning at sliding-scale fees.
PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly.
As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.
NAPFA Start Date
January 23, 2020
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