Ellis de Jesus CFP®, CHFC®
Ellis de Jesus works with his clients to design individualized retirement strategies and review their overall risk management situation with a focus on protecting and preserving wealth. He provides custom financial solutions based on a comprehensive understanding of his client's current situation, goals and family dynamics.
Ellis is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds the Chartered Financial Consultant® designation as well as the FINRA Series 7 and 66 registrations.
Ellis has been in the financial services industry since 2003. His prior experience as a wealth manager with a large investment firm gives him a unique perspective on developing investment and asset protection strategies for small business owners. He effectively works with CPAs and attorneys in assisting entrepreneurs with their complex financial challenges.
Ellis graduated from the University of Florida with a bachelor's degree in political science and is a letterman recipient who supports Gator athletics. He lives in Tampa, FL with his wife, Melissa, and his daughter Elena. A licensed pilot, he also enjoys kayaking with his family and friends.