Jess D. Kravitz, CFP®

Jess D. Kravitz, CFP®

President and Managing Partner

Phone: (480) 659-3850
Fax: (480) 302-7930
E-mail:

Jess D. Kravitz, CFP ® has been helping clients pursue financial security for more than 30 years. With his extensive knowledge and experience implementing and managing retirement plans for several large national plan sponsors he has the experience to help organizations deliver specialized retirement plans to their employees.   Jess is passionate about redefining what makes a great retirement plan, putting the needs of the participants and organizations first.

Prior to Securus Financial Group, Jess worked for a Fortune 500 Corporation in various positions of ever increasing responsibilities overseeing the implementation of many large retirement plans. Jess’s drive to have a deep impact on the lives of individuals and families has been integral to his business for more than three decades and has built his business with that mission.   Jess helps clients create a clear picture of the life they desire and builds a strategy aimed at helping that picture take shape integrating all aspects of a person’s financial life with their unique goals.

As a founding partner of Securus Financial Group, Jess has a passion for financial services.   There is great satisfaction in providing financial solutions that are designed to help clients realize their financial goals.  Jess brings a wealth of knowledge and experience and an unwavering commitment to innovative retirement plan solutions.

Jess is a CERTIFIED FINANCIAL PLANNER® practitioner dedicated to delivering custom-tailored financial services. In addition to his work, Jess is very active in charitable giving, volunteering his time and energy to raise money for worthy causes. Throughout his career in financial services, Jess has earned many prestigious industry awards. In his spare time, he likes to travel, read, golf, and spend time with his wife Virginia, his sons, Jacob and Jordan and his friends.

Jess is highly regarded throughout the community as an honest, integrity-based financial planner. His 32 years of experience in the financial services industry has been built on the foundation of putting the client's interests first. Jess always goes that extra mile to make sure that his clients are happy.