Jessie Foster is a Managing Director and Advanced Planner at First Republic Investment Management.
Ms. Foster joined First Republic in 2017. In her current role, Ms. Foster frequently consults with professionals and closely held family business owners. She engages in a comprehensive planning process to understand the goals and aspirations for their wealth and to provide them with unbiased, personalized strategies to meet their objectives. Her areas of focus include cash flow and retirement income analysis, business continuity and succession planning, estate and multi-generational planning and transition planning, such as divorce and widowhood. She has over 30 years of business experience.
Prior to joining First Republic, Ms. Foster was with the Colman Knight Advisory Group and Sagemark Consulting/Lincoln Financial Advisors.
Ms. Foster is a CERTIFIED FINANCIAL PLANNER™ certificant, Certified Divorce Financial Analyst®, (CDFA®) and an Accredited Estate Planner®, (AEP®). She earned her Masters of Business Administration from Simmons College and a Certificate of Financial Planning from Boston University. She is a trained Mediator and is a member of the Boston Estate Planning Council, Massachusetts Collaborative Law Council and the Financial Planning Association.
Wealth Management Experience: Since 2001
Check the background of this investment professional on FINRA's BrokerCheck.