Merino Wealth Management Newsroom - Profile and News Archive

Merino Wealth Management was founded in 2016 by Chicago Financial Advisor Jessica Merino, CFP(r). We take a down-to-earth approach to help make achieving your financial and life goals a reality. At the end of the day, our clients want to feel more confident and less stressed about finances, and in turn, more present and effective in their own lives and businesses.

Over the years, while Jessica has helped clients in all walks of life, she has become an expert in helping female entrepreneurs who consider themselves Gen X-ers, Xennials, or Millennials. She understands their challenges so her goal is to help them feel more confident and less stressed as they pursue their financial goals. She loves her work because she finds that it leads to a domino effect of financial empowerment as her clients help themselves and others.