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Jesse Kuusisto, CFP®
“I enjoy collaborating with clients to create on a financial plan as well as implementing it. It is the perfect way for me to utilize my analytical mind and help people at the same time. The high standards to which Laurel Wealth Planning holds itself give me a strong sense of pride in the work I do. I feel my values align with those held by the individuals at Laurel Wealth Planning and I am honored to be a part of the team.”
Jesse joined LWP as an Associate Wealth Manager in 2017 and was promoted to Wealth Manager in January 2021. In August 2022, he added the role of Investment Operations Manager.
As a Wealth Manager, he enjoys being the bridge between people’s personal and financial goals. He enjoys getting to know his clients and developing personal relationships where he cares about their lives and goals.
He sees the magnitude of opportunity that taking initiative in personal finances can provide. He’s honored to help people harness that opportunity. He strives to gather the data and clearly articulate the options so clients can make the best decisions for themselves.
“We think of our clients’ goals as our goals. We are here to help them get to where they want to go,” he said.
In addition to being a Wealth Manger and Certified Financial Planner (CFP®), Jesse manages LWP’s investment operations, ensuring that investment recommendations are properly implemented.
Jesse’s interest in wealth management was sparked during a high school economics course when he participated in a stock market simulation. “The fact that money can go to work for a person was exciting,” he said. “It almost seemed like one way to realize the American dream. I wanted to achieve this for myself and for others.”
Jesse graduated with honors from Augsburg College, earning a Bachelor of Arts degree in Finance with a minor in Economics. During college, he was a member of the Augsburg College track and field team, serving as team captain in his final season. He was also the Accounting/Finance chair for the Augsburg Business Organization.
When he’s not in the office, Jesse often finds himself at the gym in his effort to stay fit. He also spends a lot of free time outside, no matter the season, because he enjoys them all. Jesse keeps up with Minnesota sports teams and especially looks forward to football season.
Jesse is close with his family, including his twin sister. He has stays connected with school friends and extended family by playing fantasy football together.
Jesse Kuusisto’s Credentials and Licensing
Certified Financial Planner (CFP®): Signifies substantial training and experience in financial planning, as well as an expectation of practice according to rigorous ethical standards.
Series 65 License: Licenses the holder to give investment advice.