.png)
by Jessica Jones
LADIES UNITE
Ever been 'mansplained' something?
Yeah, me too.
Ever been talked past/over/around in a financial decision-making situation?
Uh, yep.
Love men, but tired of the patriarchy?
OVER IT.
I have met with so many women who have told me stories about not being taken seriously, or not even knowing where to start on their financial planning journey.
I'm not your Grandpa's Financial Advisor.
Here, there's a lot of practical tactical strategy, goal talk, and education.
AND there's also a whole lot of money mindset, limiting belief release, FU fund freedom, and bad babe quantum leap $$$ celebrations as well.
You are unique and you are so worth it!
Money is FUN. Creating Wealth is FUN. Doing things you love to do is FUN.
You can do it!
Cheers to your Health and Wealth!
Jessica, Founder and CEO
Investment Adviser Representative focused on Retirement Planning
I am a Fiduciary. What does that mean to you?
When providing investment advisory services through Success Wealth Management, LLC, a registered investment adviser, I act as a fiduciary.
That means I’m required to act in your best interest, provide advice I believe is suitable for your situation,
and disclose fees and conflicts of interest,
including any commissions I may earn on
insurance products, which are offered separately.
My goal is simple: to help you make financial decisions that align with your goals and values—not someone else’s agenda.
I am an RSSA®. What does that mean to you?
A Registered Social Security Analyst (RSSA®) is trained
to help individuals make informed decisions about their Social Security benefits. This means understanding how your choices impact your overall financial picture.
As an RSSA®, I help you:
Determine the timing that best supports your goals
Understand how Social Security fits into your retirement plan
Evaluate spousal and survivor benefit options
Consider potential tax implications
My goal is simple: to help you make confident decisions so you can make informed decisions about the benefits you’ve earned and support your long-term retirement strategy.
YOUR TEAM
A true rebel woman herself, Christine Paone brings over twenty years of experience in technical sales, team and project management, and customer-focused service.
After going through a divorce, Christine embarked on a journey of financial literacy and independence. This journey inspired her to become a licensed Health and Life Insurance Agent in California, where she helps others protect themselves and their futures.
Today, Christine serves as Jessica’s Executive Assistant, where she combines her professional expertise and organizational skills to streamline operations, manage communications, and support client relationships. She is passionate about empowering others with clarity, confidence, and the tools they need to thrive.