Jessica Krusey

Jessica Krusey is a Certified Financial Planner™ (CFP®) with over 17 years of experience in the financial services industry. Prior to joining Ehrlich Financial Group, she worked as a Financial Advisor at Ameriprise Financial Services, LLC, where she provided personalized financial planning solutions to high-net-worth individuals, families, and businesses. Jessica also gained valuable knowledge and experience working as a Regional Sales Consultant for Federated Investments, where she helped financial advisors understand investment solutions and capital market insights and assisted in building out investment portfolio solutions for retail clients.

Jessica Krusey is a Certified Financial Planner™ (CFP®) with over 17 years of experience in the financial services industry. Prior to joining Ehrlich Financial Group, she worked as a Financial Advisor at Ameriprise Financial Services, LLC, where she provided personalized financial planning solutions to high-net-worth individuals, families, and businesses. Jessica also gained valuable knowledge and experience working as a Regional Sales Consultant for Federated Investments, where she helped financial advisors understand investment solutions and capital market insights and assisted in building out investment portfolio solutions for retail clients.

Jessica's commitment to excellence led her to pursue the CFP® designation, which she earned in 2019. This prestigious certification requires rigorous education, testing, and ongoing professional development, and demonstrates Jessica's dedication to mastery of the principles of financial planning. Jessica is also a member of the Financial Planning Association (FPA), Orange County chapter.

Today Jessica and the team at Ehrlich Financial Group work hard to build long-term relationships with clients and understand their unique goals and needs so that they can provide customized strategies and personalized financial planning solutions and help them achieve financial security and peace of mind.