Meet Our Team
Jessica Ortega, CFP®, RICP®
Partner, Chief Operating Officer
Jess, a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional®, has been a member of the Eagle Wealth Strategies team since 2005. She holds a bachelor's degree in finance from Rowan University. She became a partner of the firm in January 2024.
As Chief Operating Officer, Jess integrates the essential functions of our business by directing and overseeing our leadership team to achieve the vision and goals set forth by our firm. Jess is also passionate about using her expertise in complex financial planning topics to help our clients maximize, protect, and ultimately enjoy the culmination of their life’s work. As such, she ensures consistency of the EWS client experience and delivery of our financial planning process.
Jess and her family currently reside in Pitman, NJ. She is working toward her goal of completing a half marathon in all 50 states. To date, she has completed 46 states, and the final state will be Hawaii in 2027. Jess is an avid reader and supporter of independent book ships. She's a frequent traveler and particularly enjoys spending time in London while also earning as many new passport stamps as possible.
