Serendipian Virtual Happy Hour – Jessica Willis

Jessica Willis on Wednesday July 21

Serendip: Meet Jessica Willis, a trailblazer in the realm of financial planning and the visionary founder and CEO behind the multiple award-winning GenX financial planning SAAS tool, Pocketnest. With over 21 years of invaluable experience in the financial planning industry, Jessica brings a wealth of expertise and insight to her groundbreaking venture. Driven by a profound understanding of the evolving financial landscape, Jessica is on a mission to empower millennials with the tools and knowledge they need to navigate their financial futures confidently. She recognizes the monumental shift occurring as millennials stand to inherit a staggering $68 trillion from baby boomers by 2030. However, she also acknowledges the concerning statistic that 67 percent of millennials turn to social media for financial advice, highlighting the urgent need for accessible, reliable financial planning resources.

Jessica Willis is the founder and CEO of the multiple award winning GenX financial planning SAAS tool Pocketnest. Jessica has over 21 years of experience in financial planning and she recognizes that millenials alone are anticipated to inherit $68 trillion from baby boomers by 2030 but 67 percent of them turn to social media for financial advice. We get a chance to get up close and personal with Jessica.

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