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
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Jessica Goedtel is a NAPFA-Registered Financial AdvisorThe 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.
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Jessica Goedtel is a Member of the XY Planning NetworkThe 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.
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Jessica Goedtel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Jessica Goedtel is Quoted on CNBC: "These savings accounts earn a 1,600% higher interest rate than traditional ones, but most Americans don’t use them"
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Jessica Goedtel is Quoted in InvestmentNews: "An adviser who zooms in on OnlyFans stars"
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Jessica Goedtel is Quoted on grow by Acorns: "SAVING ‘Set up your savings plan to be automatic,’ and other top money tips from financial planners"
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Jessica Goedtel is Quoted on CNBC: "Why you should stay the course in the stock market, even amid the GameStop trading frenzy"
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Jessica Goedtel is Quoted on CNBC: "Impulse spending is an issue for many consumers. These tips can help you rein in the habit"
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Jessica Goedtel is Quoted in ThinkAdvisor: "What to Tell Young Clients on FIRE to Retire: Advisors’ Advice – ThinkAdvisor"
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Jessica Goedtel is Quoted in InvestmentNews: "Summer reading recommendations from financial advisers"
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Jessica Goedtel is Quoted in FPA's Next Gen Planner: "What is the Best Piece of Advice You’ve Ever Received?"
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Jessica Goedtel is Quoted on Cashay: "How to choose the best employer benefits"
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Jessica Goedtel is Quoted on PolicyGenius: "Getting a big raise? Learn how to avoid lifestyle creep"
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Jessica Goedtel is Quoted on Yahoo Finance: "Open enrollment 2020: How to choose the best employer benefits"
Contact Jessica Goedtel
Office Locations:
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Virtual Appointments
Allentown, PA 18104
