07/12/2016
Jesse Giordano, CFP®, CRPC®,The 360 Group @ Morgan Stanley, Family Wealth Director, Senior Investment Management Consultant, Senior Vice President - Wealth Management. He will be speaking about: "Wealth Matters: Creating Freedom, Joy and Abundance in your Life."
"There are times in life when we will experience conflict with our inner desires for wealth. We have seen how greed can tear apart families, ruin relationships, and erode happiness. Our resistance to money, however, can create different challenges including our ability to access healthcare, provide opportunities for our children, and to make ends meet. Our capacity to access and manifest wealth also affects the way we experience life, our family, and the impact we leave on our communities, the planet, and humanity. Join Jesse Giordano of Morgan Stanley in a unique conversation of exploring ways to live powerfully, abundantly, and mindfully while embracing the vitality of money. Participants will learn basic principles of wealth, the mindset of success, reveal hidden beliefs that hold us back, and how to leave an impact while honoring our life’s mission and purpose."
Jesse Giordano leads a Wealth Management team for Morgan Stanley where he brings more than 12 years of financial planning and investment management experience. He is responsible for the management of $600 Million for nearly 200 clients, and leads strategy conversations for growing and protecting the wealth of families, successful entrepreneurs, and professionals.
Money management skills were not something that always came easily for Jesse. As a child, his parents were always hard workers, but meeting the monthly bills was a challenge at times. He believes that his parents’ money struggles growing up were the reason why they divorced shortly after he finished High School. Determined not to repeat financial mistakes of the past, he learned the foundational principles of wealth by studying some of the great money books including Robert Kiyosaki’s Rich Dad Poor Dad, Peter Lynch’s Beating the Street, and Napoleon Hill’s Think and Grow Rich.
Jesse’s money beliefs as a child quickly shifted away from the idea that wealth was only available to a select few, to his current belief that money is available to anyone who desires it. Inspired by what he had learned, he chose to pursue a career that would allow him to guide others who were seeking greater financial freedom. He has since obtained his MBA in 2003, his CERTIFIED FINANCIAL PLANNER™ designation in 2009, and has built a very successful team at a prestigious Wall Street Firm.
In spite of his career successes, Jesse finds his greatest joy in teaching others who are looking for greater freedom with money.
