Jessica Cafferata Email & Phone Number
Managing Director, Financial Planning, Partner @ Alpha-Core Inc
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Jessica Cafferata Location
- Texas, United States
Jessica Cafferata Work
- 2026 -now Managing Director, Financial Planning, Partner @
- 2025 -2026 Managing Director, Financial Planning @
- 2022 -2025 Managing Director of Financial Planning @ Callan Capital
- 2021 -2022 Wealth Management Advisor @
- 2020 -2021 Director of Financial Planning @
- 2014 -2021 Wealth Manager @
- 2016 -2020 Director of Compliance and Retiree Services @
- 2014 -2020 Senior Financial Planner @
- 2011 -2014 Wealth Advisor @
- 2008 -2011 Financial Advisor @ Rosenthal Retirement Planning, LP
- 2007 -2008 Associate Attorney - Family Law @ Family Lawyer
Jessica Cafferata Education
- East Texas A&M University
Master's Degree (Master of Science in Accounting)
2013-2014 - Washburn University School of Law
Doctor of Law - JD
2003-2005 - The University of Kansas
Bachelor's Degree (Journalism and Mass Communications)
1995-1999
Jessica Cafferata Summary
- Jessica Cafferata, based in Texas, United States, is currently a Managing Director, Financial Planning, Partner at AlphaCore Wealth Advisory. Jessica Cafferata brings experience from previous roles at AlphaCore Wealth Advisory, Callan Capital, Mariner Wealth Advisors and Frontier Investment Management Company. Jessica Cafferata holds a 2013 - 2014 Master's Degree in Master of Science in Accounting @ East Texas A&M University. Jessica Cafferata has 2 emails and 2 mobile phone numbers on RocketReach.
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