Jessica Goedtel

CFP®

Pavilion Financial Planning

Financial Planner & Owner

Jessica Goedtel

CFP®

Pavilion Financial Planning

Financial Planner & Owner

Money is only one component to your life. Understanding it and harnessing it to help you do the things you truly want out of life is my goal. - Jessica Goedtel, CFP®

Virtual, fee-only financial planner for young professionals all over the country. Firm based in Allentown, Pennsylvania

Pavilion Financial Planning is a fee-only financial planner located in Allentown, PA, serving clients throughout the region and across the country.  Pavilion Financial Planning can serve clients regardless of location through remote meetings.

Jessica is focused on helping young professionals balance their personal and financial goals with a drive to provide accessible, affordable, and comprehensive financial planning, investment management, and tax preparation.

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Jessica Goedtel became a financial planner because of her passion for personal finance and a frustration with the lack of financial literacy education. She cut her teeth in the industry beginning in 2013 and learned financial planning while working at firms both big and small. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018. Jessica has a wealth of experience helping clients in all stages of their lives, from right out of college to well into retirement.

Jessica is an avid runner, having run 3 marathons and dozens of half marathons. She received her Bachelor’s Degree in Classics & Ancient Mediterranean Studies from Penn State University. A self-confessed nerd (before it was cool), she could easily spend all day discussing Star Wars, Marvel, and Tolkien mythology. She also enjoys reading, baking, collecting fossils, and trying to keep her various plants alive.

Jessica Goedtel is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Pavilion Financial Planning is focused on helping young professionals balance their personal and financial goals. Jessica Goedtel, CFP® founded Pavilion with a drive to provide accessible, affordable, and quality financial planning. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Equity Compensation
  • Investment Management
  • Tax Planning

Ideal Clients

  • Young Professionals
  • Women with Equity Compensation

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jessica Goedtel is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Jessica Goedtel is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Jessica Goedtel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jessica Goedtel

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Office Locations:

  • Virtual Appointments
    Allentown, PA 18104

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