Published on InvestmentNews | September 2025

Taking care of YOU is a theme Jessi Chadd, Partner & Chief Wealth Officer at Aspyre cares about deeply. She caught up with Chuck Failla, CFP® and reporter for InvestmentNews, while attending the FPA NorCal Conference last spring where she presented on the subject.

Advisor Wellbeing:  Tips for taking care of You in a caring profession.

Financial planning is not just the hard numbers and facts. We consistently pour into our clients in caring and thoughtful ways. This care towards clients while rewarding is also draining and if we aren’t careful, the thing we love most about our work becomes our greatest resentment. Advisors need to keep refilling their own cup in order to best serve clients.

Jessi is an advocate for delivering not only the financial support clients want during major life transitions, but also the emotional and behavioral support they need. As a Certified Financial Transitionist® (CeFT®)—a specialized professional who blends financial knowledge with a deep understanding of human behavior, she guides clients through the complex emotional landscape of a career change or retirement, divorce or death. This kind of personalized service is delivered with a level of empathy often overlooked by traditional financial planners.

Jessi’s knowledge, skill and experience in this form of financial planning makes her a sought after speaker among her peers and financial media. Learn more about Jessi Chadd.

Listen to the full interview on InvestmentNews.