Jill Facarazzo is a dynamic Financial Advisor with over 20 years of experience in both personal
finance and corporate training. She combines her knowledge of financial planning with a
passion for educating others, helping individuals and small businesses alike navigate complex
financial landscapes. Jill's unique blend of financial expertise and corporate training allows her
to offer tailored financial advice and development programs that enhance financial literacy,
optimize strategies, and align both individual and retirement financial goals.
Skills & Expertise:
- Financial Planning & Analysis: Expertise in creating customized financial strategies for
clients based on their goals, risk tolerance, and future objectives. Specializes in
retirement planning, investment strategies, tax optimization, and estate planning. - Corporate Training & Development: Skilled in designing and delivering training
programs on financial literacy, budgeting, and investment principles to corporate teams.
Focus on improving employee engagement with company-sponsored retirement plans
and benefit programs. - Client Relationship Management: Proven ability to build strong, trust-based
relationships with clients by providing clear and actionable financial advice. - Workplace Financial Education: Extensive experience working with HR teams to
develop financial wellness programs, addressing topics like debt management, savings
plans, and long-term financial goals. - Investment Strategy & Portfolio Management: Knowledgeable in developing
diversified investment portfolios for clients, ensuring that risk is managed while
maximizing returns.
Areas of Focus
Retirement planning
Wholistic Financial Planning
Education & Credentials
Bachelor of Business Administration from the University of Texas, San Antonio
Personal Interests
Hiking
Reading
Traveling
Watching Hockey