JJ Sessions, CFP®

Sr. Financial Planner

Fresno|Twin Cities

Phone:

(559) 320-8200

I have been preparing for my career as a financial planner all my life. As a high school senior, I once gave a speech on the benefits of compound interest. Though I started college with a desire to be a marriage and family therapist, I found that I could do more for people by helping them with their financial lives. Things like effective cash flow planning and life planning can have a profound impact on reducing the stress and conflicts in marriages that surround money. My primary responsibility as a financial advisor is to help individuals and families to achieve clarity on their financial and life goals, and work closely with them to accomplish those goals.

“Many go fishing all their lives without knowing that it is not fish they are after.” [Thoreau]

As a husband and father of six kids, many of my interests revolve around family time. With a lot of extended family in the Western US, my kids are raised as road warriors- the older ones having averaged more than one 2800 mile round trip excursion for every year of their lives. As an Eagle Scout, in my time off I enjoy catch-and- release fly fishing and emergency preparedness.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Cash Flow Planning

Education: BS in Family Social Science from the University of Minnesota

Memberships:

Financial Planning Association (FPA)
National Association of Personal Financial Planners (NAPFA)
Boy Scouts of America
LDS Church

My greatest extravagance (under $100):
Pocket knives. The philosophy of preparedness is deeply ingrained in me as an Eagle Scout. Knife construction and the types of metals that are used fascinate me. I have a small knife collection, and I am always carrying one.

Why I love what I do:
I love that I can help move clients from a place of uncertainty to confidence in their financial lives. If I can alleviate some of their money worries, clients are then free to focus on those things that are of most importance to them.

Most effective saving tip:
Automate your savings. Set an amount to be drafted the same time every month and let it build.

Favorite destination:
The mountains

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Phone: (888) 333-6986

Locations

ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503

FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401