Jessica L. Perkins
CFP®, CIMA®
Director of Next Gen Planning
As a CERTIFIED FINANCIAL PLANNER™ professional and a member of Gen Z, Jess is passionate about multi-generational planning and learning about how to best serve the upcoming generations.
Passionate About Excellence
Jessica deeply empathizes with the younger generations who are at pivotal places in their lives. Jess is enthusiastic about helping these clients navigate the new financial decisions that arise during these stages in life, such as career development, repayment of student loans, learning about investing, buying a home, and purposefully saving.
With technology and the global financial markets evolving constantly, Jess takes care in keeping our clients up to date with the latest in the financial planning industry. She specializes in generating financial reports and analyzing data using tools such as Excel. She enjoys helping clients navigate complex topics such as investment asset allocation, risk tolerance, and traversing through transitional life phases.
Areas of Expertise
Specialized knowledge and services tailored to help clients navigate their unique financial challenges and opportunities.
Next-Generation Planning
- Career development guidance
- Student loan repayment strategies
- First-time home buying
- Investment education
Investment Analysis
- Asset allocation strategies
- Risk tolerance assessment
- Financial data analysis
- Investment reporting
Education & Professional Journey
In just two and a half years, Jess graduated summa cum laude from Johnson & Wales University with a BS in Business Management and a minor in Economics. Afterwards, she was eager to continue her professional growth.
She joined the Heritage team in 2020, during the midst of the novel COVID-19 pandemic. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst® (CIMA®) professional.
Beyond the Office
Outside of work, Jess loves to travel, host dinner parties, spend time outdoors, and rollerskate. Active in her community, she delivers groceries and cooks meals for local families in association with St. John's Church of Boonton and Mutual Morris.
Licenses & Designations
CERTIFIED FINANCIAL PLANNER™
CFP® Professional
Comprehensive financial planning expertise
Certified Investment Management Analyst®
CIMA® Professional
Advanced investment management knowledge
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