Jessica Fry, Financial Planner

Jessica Fry, Financial Planner Financial Planning for Women, LGBTQ+ & Allies. If you’re reading this, you should know that many financial professionals can provide you with similar services.

It comes down to who you want to work with. Who will you trust to implement a proper plan? Who shares your values? And who won’t just execute, but who will educate you on why a certain direction is best for you based on your unique situation. Speaking of planning, no one-size-fits-all. Every client or family is unique with different incomes, timeframes, and goals. My job is to listen, strategize a

nd guide based on your needs. Also, to support and reassess during inevitable life changes like family, career, residence, and health. Most of all, I’m passionate about empowering women and my fellow LGBTQ+ community members to take charge of their financial situations in an effort to improve their positions not only today, but for the long run. CRN202803-8258514

07/31/2026

Always a pleasure to train Junior Advisors!

I was the only women presenter at this bootcamp.I couldn't have been more honored.Sharing my experience as a financial p...
07/30/2026

I was the only women presenter at this bootcamp.

I couldn't have been more honored.

Sharing my experience as a financial planner is always a pleasure.

Seeing the wide eyes of the junior advisors,

Hearing and answering their questions,

Training is in my heart.

I look forward to the next time I'm able to share again!

Started this month getting my license for California.Ending it with another license for Maryland!In two more states I’ve...
05/28/2026

Started this month getting my license for California.

Ending it with another license for Maryland!

In two more states I’ve connected with women to help their financial goals.
That makes eleven states on my roster to practice in.

The goal for 2026?...
Florida, Massachusetts and Texas licenses.

So if you want a no-nonsense Philly woman guiding your financial journey, you know where to reach me!

Three days away from my clients to focus on my education was HARD.But the five hour drive to Boston (and back) was worth...
05/20/2026

Three days away from my clients to focus on my education was HARD.

But the five hour drive to Boston (and back) was worth every minute (and dollar).

When I started this career I knew I would have to invest in my business.
Exams, licenses, software, insurance, marketing.

The most valuable of all investments, though, is the TIME to keep learning.

We moan and groan at what needs to be done to move to the next level.

But just as I tell my clients, being uncomfortable (momentarily) has the biggest growth on the other side.

Don't think, just do.

Take the class...read the book...talk to the pro...say, "YES."
Then watch your growth.
Even if it's one small step at a time.

Makes $150k per year, wants to hire a financial planner.Makes $400k per year, doesn’t think they need a financial planne...
05/12/2026

Makes $150k per year, wants to hire a financial planner.
Makes $400k per year, doesn’t think they need a financial planner.

Who do you think needs it more?

The answer is both.

Makes $150k, “I thought planning was for more wealthy people, but I’m ready.”
Makes $400k, “We’re living month to month, but we can hold off on planning.”

Crazy the difference, right?
In lifestyles…in perspectives…

Whatever side resonates with you, remember the answer is both.

One year ago I was watching this presentation.Today, I delivered it.Educating clients is fun and exciting.But educating ...
05/04/2026

One year ago I was watching this presentation.
Today, I delivered it.

Educating clients is fun and exciting.

But educating peers and senior advisors?..It was a next level honor.

The energy in this room from speakers like Mando Sallavanti was empowering and inspiring.

Humbled to be a part of this team at Vista Wealth Solutions.

04/22/2026

Ladies, we shouldn’t be intimidated by finances.

Financial Wellness seminar AND Q&A is 5/6.

Register ➡️ https://tinyurl.com/fxxae22n

Address

201 King Of Prussia Road
Radnor, PA
19087

Telephone

+16105104452

Website

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