A stronger financial future begins with thoughtful planning and protection.
We help working professionals protect what they have, make intentional decisions with what they earn, and navigate life's transitions with confidence.
Good financial planning begins with getting the fundamentals right.
Most people don't need another complicated financial product. They need a clear understanding of their full financial picture, a plan that protects the income and assets they depend upon, and intentional guidance on how to allocate their resources toward what matters most to them.
At Jetty Financial, we take a consultative, educational approach. We help you identify what requires attention first, explain the tradeoffs of every option, and put the essential protections in place so you can plan for the future with confidence.
Planning areas tailored to your life
Clear, practical guidance across the core areas of your financial life.
Income & Asset Protection
Disability income insurance, life insurance, and protecting the financial resources people depend upon.
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Cash Flow & Financial Planning
Understanding income, expenses, debt, savings, and strategically allocating financial resources.
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Retirement Planning
Preparing for retirement, developing income strategies, and evaluating long-term financial needs.
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Estate Strategy
Wills, trusts, powers of attorney, beneficiary planning, and coordination with appropriate legal professionals.
Learn MoreGet the fundamentals right.
We believe protecting what you have and making intentional decisions about how you allocate your income create a stronger foundation for pursuing future goals.
We emphasize understanding the person, identifying priorities, explaining tradeoffs, and choosing strategies before products.
What you can expect
Meet Rich Galdieri
Rich's career spans financial markets, corporate finance, and client-facing account management roles in the agriculture and energy commodity industries. After earning his B.S. in Finance, he began his career as a specialist on the floor of the Boston Stock Exchange, developing a rigorous approach to valuation, risk, and decision-making under fast-moving conditions.
From there, Rich served in corporate CFO roles responsible for budgeting and capital strategy, and later guided executives through volatile markets in strategic advisory roles. Today, he brings that analytical background and consultative approach to Jetty Financial, helping clients understand their financial decisions and protect what they've worked a lifetime to build.
Schedule an introductory conversation
Have a question or want to explore how our planning approach might fit your situation? Reach out to schedule a low-pressure, introductory conversation.