Savvy Ladies Volunteers
Volunteer’s Bio
For nearly two decades, Jayeeta has helped clients address their financial concerns and develop strategies by focusing on each individual client’s specific needs. She began her career at Wells Fargo and its predecessor firms in banking and in 2006 obtained her brokerage licenses. Since then, she has been working with individuals, families and small businesses in all aspects of wealth management, immersing herself into the relationship bringing integrity and solutions. Jayeeta has been part of River’s Edge Wealth Partners since its inception and continues to provide comprehensive investment and financial planning.
In addition, she is a Certified Divorce Financial Analyst—CDFA® and uses her knowledge of asset distribution and short-and long-term financial planning to help achieve equitable divorce settlements
Areas of Expertise (as specified by volunteer)
Budgeting;Debt Management;Divorce and Money;Family Finances;Health and Money;Investing;Marriage and Money;Retirement;Wealth Management