Jessica Lepore, FSCP, CEPA

Jessica Lepore, FSCP, CEPA Financial Services Professional helping individuals and business owners create, build, and preserve wealth I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.


209 High Point Drive
Suite 310
Victor, NY 14564
(585) 248-6700
CA License #4368101

I'm extremely grateful to have attending the Success Code Symposium last week for a 2 day workshop. It was incredible to...
06/15/2026

I'm extremely grateful to have attending the Success Code Symposium last week for a 2 day workshop. It was incredible to take step back from my business and re-evaluate how I do things. Thank you so much Bradley Dufrane, FSCP ChFC CLU CLF LUTCF for inviting me, and to Steve D'Annunzio, CPC and Jenna D'Annunzio, MS, CPC for sharing their wisdom. I try to operate and embody Love in my practice, and I hope my clients can feel it. I still have much room for growth and to reach new heights!

Had an amazing time last night at the MWBE awards! Thank you Sarah Goins for inviting me and allowing me to join in on t...
06/12/2026

Had an amazing time last night at the MWBE awards! Thank you Sarah Goins for inviting me and allowing me to join in on this wonderful evening of celebration. So many great local businesses nominated and I’m blessed to personally know many of them! Congratulations to all of the nominees and winners 🏅

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4opvfV4

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4dUrjXv

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

Over the weekend I co-hosted my first Mother's Day "Sip, Snip, and Celebrate Mom" event at Flight Wine Bar with Roses X ...
05/11/2026

Over the weekend I co-hosted my first Mother's Day "Sip, Snip, and Celebrate Mom" event at Flight Wine Bar with Roses X Fleurs 🌹 Each guest experienced a full brunch, bottomless mimosas, a photo wall, gift bags, handwritten cards, and got to create their own flower bouquet and with the special moms in their lives! All of the bouquets were absolutely gorgeous, and guests had an amazing time. Can't wait for next year!

I decided "Never Miss a Jess Lepore event" is going to be my new tagline 🌷

The 2026 Discover Dry Rosé event in Geneva was amazing! So many wonderful local wineries from the Finger Lakes region we...
04/30/2026

The 2026 Discover Dry Rosé event in Geneva was amazing! So many wonderful local wineries from the Finger Lakes region were in attendance, sampling hundreds of new vintages of Rosé wine. It was great to see and connect with so many of my industry friends and showcase our many resources our New York Life Finger Lakes office has for the local community.

If you know me, you know I love a good glass of Rosé! If you don't, I'd love to grab one with ya 🍷

Follow your intuition people.Late last year, I had a vision of bringing together local non-profits and business owners i...
04/29/2026

Follow your intuition people.

Late last year, I had a vision of bringing together local non-profits and business owners in a friendly and fun environment to cultivate more community connections and drive further impact here in Rochester.

Last week, the vision was brought to life~

My team and I, the Community Impact Team here at New York Life of the Finger Lakes, hosted the inaugural Community Forum and Networking Mixer. We couldn't have been happier with the turnout of the event and the wonderful people who joined us for the evening. Nate VanBrunt, MBA, Suronda Gonzalez, Ph.D., Shane Hug, MBA, and Heidi M. Brown you guys are the best!

I'd like to thank our managing partner Bradley Dufrane, FSCP ChFC CLU CLF LUTCF for trusting our group with this vision I held, Andrew Schaffel, AEP, CAP, FSCP, LUTCF, CLTC for giving a great speech about using philanthropic vehicles with intention, and Brendan Lyons, CPA for delivering a powerful note on updates with individual donations.

I would also like to extended gratitude to our great community partners Tito's Handmade Vodka and Rochester Area Community Foundation, your support means so much to us!

Lastly, I'd like the thank Mark Ippolito and his staff at the Carlson for opening their arms to this event and great cause. We're pumped to continue this great work further help our community.

If you missed this year, don't worry, you can join the invite list for next year. Just send me a message with your non profit or business, and I'll add you :)

Heidi Bear Brown and I hosted our April Small Business Saturday Customer Appreciation Event at Pet Supplies Plus in Webs...
04/29/2026

Heidi Bear Brown and I hosted our April Small Business Saturday Customer Appreciation Event at Pet Supplies Plus in Webster during their adoption day with Operation Freedom Ride. It was great to see all the pups who were looking to get adopted, and even the kitties who get to stay in store as they grow. Each store is independently owned and operated, and they do such a great job with the variety of products they sell, and their staff is super friendly! Visit them to get their latest deals for your pets 🐕‍🦺 🐈

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/3OpXlC1

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

Spending the day at the 2026 Educational Office Professionals Conference! I'm happy to support the great educators of ou...
03/13/2026

Spending the day at the 2026 Educational Office Professionals Conference! I'm happy to support the great educators of our communities, and love giving back in a way that's fun, practical, and informative! 🌱

Most people know us for our great value with life insurance solutions, but not as many know we are in the top 30 largest money managers globally.

New York Life provides top-tier retirement and protection benefits to our local educators. If you don't often talk to or aren't happy with your current advisor or portfolio - let's talk!

Contact me for more information:
(585) 857-2110
[email protected]

Jessica Lepore

Address

209 High Point Drive, 3rd Floor, Suite 310
Victor, NY
14564

Telephone

+15858572110

Website

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