Jessica Cannella
Company:
Oak Harvest Financial Group
Title:
Co-Founder & President
Category:
Houston
Award Year:
2022
Profile
Jessica Cannella is the Co-founder and President of Oak Harvest Financial Group, Co-host of the Retirement Income Show and Founder of the Go-Go Sisterhood™. Her goal is simple, to eliminate intimidation from the retirement planning process. A 15-year veteran within the financial services industry, Cannella is a holistic financial advisor, with expertise in investments, financial planning, and insurance strategies. Cannella focuses on educating and empowering retirees, with an emphasis on serving the unique financial needs of women and couples 50+
As a fiduciary, Cannella uses her client's best interests and unique vision for retirement as the foundation of the planning process. Every customized plan provides a clear, goals-based path with built-in flexibility. Cannella presents women-only workshops throughout the greater Houston area covering financial topics including Social Security, tax planning, income planning, and her cornerstone events, “Women & Wealth” and “Suddenly Single.” Cannella graduated from Immaculata University with an undergraduate degree in marketing, education and psychology.