fbpx

Jesse Kuusisto promoted to wealth manager

January 4, 2021

Laurel Wealth Planning (LWP) is proud to promote Jesse Kuusisto to wealth manager.

Kuusisto, who has been with LWP for more than three years, will retain his current role in serving clients.

“We are delighted to promote Jesse, who has proven himself to us in dedication to our clients,” said Laura Kuntz, LWP Founder and Senior Wealth Manager/Shareholder. “Jesse is a good listener who strives to understand and balance clients’ current needs and future goals.”

Kuusisto had his eyes on financial planning from an early age and continues to enjoy helping clients bridge their personal and financial goals. He also appreciates the fast-paced work environment and opportunity for personal and professional growth.

“I’m thrilled to have the opportunities I’ve had thus far and look forward to continuing to grow with this team,” Kuusisto said. “I am excited to take on more responsibility over time in helping clients reach their goals.”

Jesse graduated with honors from Augsburg College, earning a Bachelor of Arts degree in Finance with a minor in Economics. He has been studying for his Certified Financial Planner (CFP®) designation, which he hopes to earn this year.

Sign up for our newsletter

Read More About

Our Services

Investment Management
ESG Investing
Tax Reduction Strategies
Pre & Post Divorce Financial Planning
Dealing with the Loss of a Loved One
Retirement Planning
Estate Planning
College Accumulation Planning

Related Posts

Newsletter Sign-Up

Enter your info below to subscribe to our newsletter, which keeps you up to date on market trends and offers tips on wealth management.

You may unsubscribe at any time.

You have Successfully Subscribed!