We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
CLIENT SERVICE ASSOCIATE
Jessica Chowdhury is a Client Service Associate at Round Table Wealth Management. She is responsible for assisting with client onboarding, account maintenance and supporting the firm’s client service teams. Prior to joining Round Table, Jessica worked as a client servicing specialist at a wealth management firm.
Jessica is a graduate of Rutgers University with a Bachelor’s degree in Sociology. In her spare time, Jessica enjoys taking spin classes, traveling, and going to concerts.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.