Jessica Walgenbach

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I am a Fiduciary Financial Advisor that focuses on accumulation, distribution and asset protection.

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Jessica

As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise is to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers – relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So, whether you are just starting out, settling into retirement, or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

I'm Most Proud Of: Helping clients be able to define and carve out paths to their goals. Nothing is more incredible than seeing a dream realized and a goal reached.

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Saving for Education

Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

Experience

  • Financial Advisor

    Prudential

    January 2019 - Present | Austin, TX

  • Partner/Financial Professional

    New York Life

    January 2015 - January 2019 | Austin, TX

The Prudential Difference

    • Variable Annuities: CA, MT, NM, TX
    • Securities License: CA, MT, NM, TX
    • Variable Life Insurance: MT, NM( CA License #0M91883)(TX License #1975057)
    • Fixed Annuities: MT, NM( CA License #0M91883)(TX License #1975057)
    • Life Insurance: MT, NM( CA License #0M91883)(TX License #1975057)

Jessica Walgenbach is associated with the Greater Texas Financial Grp Office, 1233 West Loop South, Suite 1100, Houston, TX, 77027-9111, Managing Director: Robert Bohli, Phone: 713-960-5081 . Jessica Walgenbach offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Jessica Walgenbach offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.