Meet the Experts Behind Your Success

Jesse is a Retirement Plan Advisor with SAX Wealth Advisors, bringing close to a decade of experience in retirement services and financial relationship management. He has managed robust retirement plan portfolios across the Northeast and offers a deep understanding of plan design, investment solution implementation, and fiduciary risk mitigation. Known for translating data-driven insights into actionable strategies, Jesse helps strengthen plan sponsor confidence while improving participant outcomes. His background spans corporate retirement plan oversight, advisor education, and operational execution – making him a key contributor to the firm’s growing retirement solutions practice.

Fluent in Spanish, Jesse is passionate about expanding financial literacy and delivering participant education that empowers individuals to make informed retirement decisions. Outside of work, Jesse enjoys hiking, digging through bins of old vinyl, and spending time with family.