Jessica J. Burger

Credentials:
  • ChFC®
  • CDFA™

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, Group Benefits, Risk Management Strategies, Estate Planning, College Funding Strategies

Languages: English

Jessica was born and raised in South Africa. In 2005, she re-located with her husband and two sons to the USA. She has been in the financial services industry for over twenty years. After graduating from the University of Pretoria with a major in Economics, she joined the Standard Bank of South Africa and spent her banking career in their corporate banking division. Due to her interest in individual financial planning, she later moved into this field. She continues her career as financial advisor in the USA where she obtained her security and insurance licenses, as well as the designations of Chartered Financial Consultant and Certified Divorce Financial Analyst.

Personal: Jessica is married to Hendrik and they are the proud parents of two sons, both Eagle Scouts.

Other Languages: She is fluent in Afrikaans, both writing and speaking

Mission Statement

At uFinancial Group, we act with integrity and compassion, and use our resources and expertise to build relationships that work towards positive growth and financial security for clients and their loved ones. We are educators of our communities, helping people discover and achieve their personal and financial dreams.

 

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Exton Satellite Office

Satellite Office

111 E Uwchlan Avenue
Exton, PA 19341

CRN201905-212071