Jessica Repasi

CFP® and ChFC® FINANCIAL ADVISOR

301-885-0386 |  jrepasi@wealthmanagementpartners.biz

I started my career with Wealth Management Partners in December 2021. Since joining the firm, I have successfully completed the coursework and exams to earn my life/health insurance license in Maryland, three securities licenses, The CERTIFIED FINANCIAL PLANNER (CFP ®) and the Chartered Financial Consultant (ChFC®) designations.

I obtained my Bachelor of Science degree in Finance with a concentration in Financial Planning from Salisbury University in 2018, and I interned with financial firms in the Salisbury area while in school. During my internships, I worked on creating financial plans but found that I really enjoyed managing client databases and refining company workflows.

My path as a financial advisor is rooted in both professional growth and family legacy. I’m continually expanding my knowledge and skills while drawing on the values instilled in me from an early age—integrity, honesty, and always putting clients first.

Why Am I a Financial Planner?

My mom, Joyce Cool, started teaching me about the importance of money management and personal finances at a young age. She always made sure to talk about money in an open, honest conversation. This approach gave me a much different view of money than most people. I don’t shy away from talking about it and understand that, like most things in life, proper management can lead to positive outcomes.

My mom and my “adopted uncle” Rob played an active role in making sure I had a bright future in whatever path I chose for myself. As a teenager, Rob took me, his niece and nephew to University of Maryland Career Days. At one of these events, I took a test intended to match me to a career path, which suggested I was well-suited to be a financial planner … or a ferry boat captain! If it had suggested “luxury super yacht” captain, maybe I would have taken a different path! While attending community college from home, I worked for Wealth Management Partners part-time and was able to see firsthand what financial planning truly was. It was eye-opening to watch my mom and Rob interact with clients and to see the obvious impact they had not only on the lives of their clients but future generations. I knew this was exactly what I was meant to do.

Rob and my mom treated everyone the same, with integrity and honesty. “Putting the client’s needs above all else” wasn’t just a marketing slogan to them. These values stuck with me and became something I was not willing to compromise on in my later working years.