Jolie Ann Calella, Cfp®
About Jolie Ann Calella, Cfp®
Compassion and strong analytic skills give Jolie a distinct perspective to help clients. As a family’s wealth advisor, Jolie provides strategies to a select group of clients and their families. Whether reviewing appropriate financial investments, buying life insurance, or finding the right retirement plan for your business, Jolie helps you think through these tough decisions. At the beginning of every relationship, Jolie spends time defining what is important to you financially and personally. She then builds a financial plan that helps make you confident that you have an intelligent strategy in place. This strategy is reviewed annually to ensure that you remain on track. Jolie helps you achieve financial security and allows you more time and energy to focus on and enjoy your family, career and hobbies.Jolie has been a Financial Advisor since 2004 and has earned her CFP® designation. Prior to her career in financial services, Jolie was a New York City attorney* from 1995-2003. She is a former member of the Personal Income Tax Committee and the Trusts, Estates and Surrogate’s Courts committee at the New York City Bar Association. Jolie is a member of Women Presidents Organization, the premier membership organization formed to improve business conditions for women entrepreneurs, and to promote the acceptance and advancement of women business owners in all industries.She has volunteered her time to help the next generation of young women succeed. She has spoken on financial topics at venues including NYU Leonard N. Stern School of Business. She is a member of the Fordham University Undergraduate Mentoring Program and was honored as a member of the Fordham University Board of Advisors.In 2017, Jolie received the prestigious Pioneering Woman in Philanthropy Award from Fordham University.In 2020, Jolie was recognized by Forbes Magazine as one of the top 1,000 female wealth advisors in the United States.