Jesse Malik

CFP®, CRPC®

Financial Planner

Professional Experience

Jesse leverages his previous experience as a Financial Advisor to assist individuals in achieving their financial goals. By thoroughly analyzing each client's financial circumstances, he provides tailored advice and strategies to help optimize their financial well-being.

At Sentinel, Jesse educates retirement plan participants to help ensure they fully understand their options and make informed decisions. He also guides participants in preparing for the financial aspects of retirement, helping them navigate this critical phase with confidence and clarity.

Fun fact about Jesse: He’s a big NY Knicks fan!.

Educational Background and Certifications

  • Bachelor of Arts – Rutgers College, Rutgers University
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor (CRPC®)
  • FINRA Series 7, 66
  • State of New York – Life, Accident and Health Insurance licenses

Hometown

Bergen County, NJ

Out of the Office

Jesse enjoys hiking, watching the NY Knicks, and spending time with friends and family. 

Check the background of this investment professional on the SEC’s Investment Advisor Public Disclosure website

Personal Quote

“Happiness is a function of something to do, someone to love, and something to hope for.”

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