Jesse Espinoza

Private Wealth Manager at Creative Planning

Jesse Espinoza, MBA, CFP®, serves as a Private Wealth Manager at Creative Planning Inc. with a solid background in financial advising, having previously held the position of Financial Advisor at Wescom Financial Services, LLC from August 2011 to September 2016. Jesse's educational credentials include a Bachelor's of Science in Kinesiology and Exercise Science from the University of Southern California, earned between 1997 and 2000, as well as a Master of Business Administration from the USC Marshall School of Business and further studies at The American College of Financial Services.

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Creative Planning

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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.


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