Vice President, Meltzer Retirement Plan Services
Jessica Espinoza, Vice President of Meltzer Retirement Plan Services, has been with the Meltzer Group since 2006. Jessica has worked exclusively in the retirement plan industry for the duration of her career. Beginning in client service as a specialist in plan implementations and conversions, and now working primarily on investment analysis and recommendations, Jessica has extensive knowledge of retirement plan design, compliance, and investment menu construction.
A graduate of the Robert E. Smith School of Business at the University of Maryland, Jessica holds a FINRA Series 7 – General Securities Representative license, and is a Plan Sponsor Retirement Professional. Most notably, she is a CFA Charterholder. The CFA designation is globally recognized for its comprehensive study program in the field of investment management and research analysis.
Along with her husband, Carlos, and daughter, Isabel, Jessica lives in Potomac, Maryland. She enjoys reading, socializing, and travelling in her free time.