Getting to Know Jessica Cannella and the Story of How Oak Harvest Financial Group Began

Oak Harvest is more than Retirement Financial Planning and Investment Management - We are your personal dedicated team collaborating with you to help carry out your vision of a fearless and fulfilling retirement. Hear the story of how Jessica Cannella and Troy Sharpe founded Oak Harvest Financial Group, and the personal story about what drove Jessica to become a financial advisor with a passion to empower women to become and stay connected to their finances.
00:34 It All Started With A 2010 Road Trip
01:18 The Story Behind Oak Harvest’s Name
02:14 The Reason Behind Jessica’s Strong Pull Towards Financial Advising
05:15 A Passion to Help Women Take Control of Their Financial Futures
06:25 A Surprising Stat You Might Not Know
07:06 What To Do If You’re a Female Expert In Your Field
07:48 The Mission of Oak Harvest
Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at [phone] or fill out this form for a free consultation:click2retire.com/getting-to-k...
Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.
#retirementplanning #retirementincomeplanning #retirementinvestmentmanagement #dreamretirement #teamofadvisors

[@bluecollarbudgets]

Wonderful story and background Jessica! As a Personal Financial Coach, I often get clients who aren't quite ready for a financial advisor but who are struggling daily/weekly/monthly with their finances. I also volunteer weekly with a local charity (Love INC - In the Name of Christ) as a Budget Coach. Providing my knowledge and skill set to those underserved in our local community is a passion of mine, and it sounds like yours too!

[@judygoshy7843]

Jessica, I really enjoy talking and learning from you. I do believe you are one in a million.

[@OakHarvestFinancialGroup]

Thank you, @judygoshy7843! We appreciate your kind words!

[@mitchthornton1820]

We’re getting close to where we will need some professional assistance , hopefully living in California isn’t an issue with you guys being in Houston …

[@thelugoffgamecock792]

🤩

[@OakHarvestFinancialGroup]

Thanks for watching!