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Jesse Colgan, ChFC®, CExP™

Jesse Colgan, ChFC®, CExP™

Director of Operations & Client Service

Jesse is a partner and Director of Operations & Client Service at Guided Wealth. Jesse holds the Chartered Financial Consultant® designation from the American College of Financial Services. Jesse also is a Certified Exit Planner (CExP), specializing in Exit Planning and succession strategies for business owners. Jesse joined Guided Wealth Management as an intern in 2018 while he was a senior in college. He graduated magna cum laude from West Chester University in 2019 with dual Bachelor of Science degrees in Economics & Finance and a minor in Applied Statistics. After graduation, he accepted a full-time position with Guided Wealth. Since then, he provides our clients with excellent service and supports Gary throughout the retirement planning process. In his free time, Jesse enjoys golf, tennis, cooking, playing music, fishing, and spending time with family and friends.