Jessica Hall, MS, CFP^®, AIF^®

I’ve worked in the financial industry since 2013 and joined Certified Financial Group^® in 2021 to deliver clear, client-first advice. I’m a CFP^® professional and an Accredited Investment Fiduciary^® designee trained in fiduciary responsibility and portfolio management. My approach is holistic and practical, focused on coordinating investments, retirement, tax awareness, insurance, and estate considerations around your goals.

Before CFG, I worked for large corporate wealth management firms. I chose CFG because I believe clients should be advised wholeheartedly, without pressure to sell proprietary products. As an Investment Advisory Representative, I hold myself to the fiduciary standard of care, legally and ethically required to act in your best interest when providing personalized financial advice.

I am an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor, and a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.

My professional licenses and registrations include Series 7 and 66 with FINRA, along with Life and Health Insurance and Variable Annuities licenses in the State of Florida. I earned a B.S. in Business Information Technology from Seminole State College in Heathrow, Florida, and an M.S. in Personal Financial Planning from the College for Financial Planning. I also serve on the board of the Financial Planning Association.

I am married to my husband, Chris, and we share a blended family with my stepson, Austin, and our two dogs, Sunni and Shady. In our free time, we enjoy spending time outdoors, whether playing in our backyard or exploring long hiking trails. We also love to travel, experiencing different cultures and cuisines wherever our adventures take us.