Jessica Alicea

Jessica Alicea is a Operations Specialist who joined MWM Planners in 2024. She assists in administrative matters and is dedicated to ensuring clients have an ongoing positive experience. She discovered her passion for the financial services industry right out of college and is going on five years of administrative and operational experience in Wealth Management. Jessica shares the MWM culture of continuous education and is excited to advance her knowledge to serve our clients at a high level.

Jessica is a California State University Northridge graduate earning a Bachelor’s degree in Degree in Business Administration. Outside of the office she enjoys learning about the wellness space, investing in ways to better her health, and experiencing new adventures.

A little more about Jessica..

What is your favorite lesson you learned growing up?

My father has taught me that it is important to never limit yourself. We are always capable of more even if we may think we are not. This is what reminds me to be fearless when taking a chance.

If you could be anywhere, right this minute, where would you be?

Exploring a new city and trying the best coffee shop it has to offer.

Name three words that would describe you.

Amiable, Compassionate, Ambitious