Jessica Peck Donnerstein, CFP®

Jessica has been working with individuals and businesses as a financial planner since 2001.  In 2004, she obtained her CERTIFIED FINANCIAL PLANNER™ certification.  Additionally, she holds all the requisite security and insurance licenses.  She is registered to sell securities in a wide variety of states, as well as life, health and disability insurance products.  She is registered with FSC Securities Corporation's Registered Investment Advisor, through which she does fee-based planning.  As a CFP® practitioner, Jessica includes tax-advantaged investment planning as an integral part of her practice. 

Jessica is dedicated to developing deep relationships with all of her clients. The Peck family has been in the financial services industry since the 1960s and we know how critical and long-lasting these relationships are.  

Jessica has a bachelor's degree from Washington University in St. Louis.  Upon graduation, she joined Teach For America, a national teaching corps dedicated to serving children in the nation's most underfunded and neglected schools.   Her assignment was teaching bilingual Kindergarten in the Phoenix area, which has served as an excellent base for the financial education she provides to clients.  She completed her elementary teaching certificate at Prescott College, and remains extraordinarily committed to public education today.  Later, she attended the University of Phoenix to complete the course work for the CERTIFIED FINANCIAL PLANNER™ designation. Jessica is fluent in Spanish, and proficient in Italian.

Jessica is married to Michael, an engineer, and they have two wonderful sons, Bennett and Elliott, dogs Clyde and Libby, and a variety of goldfish.  They live in Scottsdale, Arizona, and love traveling all over the country to see family.

One of the benefits of working with Jessica is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she provides is a roadmap to working toward a more independent financial future. Jessica stays very accessible to clients and keeps the lines of communication open at all times.  Jessica understands the value of a cohesive team and works closely with clients' other advisors including tax practitioners and attorneys to keep everyone on the same page.

Jessica looks forward to using her experience to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck