Jessica Lepore, FSCP, CEPA

Jessica Lepore, FSCP, CEPA Registered Representative with NYLIFE Securities LLC helping high-net worth individuals continue their lifestyle into retirement

Leadership, service, and helping others succeed have been the common threads throughout my journey. With a background in business management, youth sports coaching, a Bachelor's degree in Criminal Justice, and active involvement in community organizations, I've spent much of my life working alongside people to help them overcome challenges, achieve goals, and reach their full potential. Growing up

in a family business and spending years helping manage its operations gave me firsthand insight into both the rewards and challenges of entrepreneurship. One of the most impactful lessons was witnessing the complexities that come with business transition and succession planning. Like many business owners, our family faced difficult conversations around leadership, continuity, and preparing for the future. That experience sparked a passion for helping business owners navigate these critical decisions with greater clarity and confidence. Whether coaching young athletes, volunteering in the community, or partnering with business owners, I believe in leading with integrity, building meaningful relationships, and creating lasting impact. My goal is to help individuals and organizations strengthen their future, preserve what they've built, and leave a legacy that extends beyond themselves. I am an Agent licensed to sell insurance through New York Life Insurance Company 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. I am not licensed in all jurisdictions. 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,
3rd Floor, Suite 310
Victor, NY 14564
O: (585) 248-6700
M: (585) 857-2110

My California License number is 4368101

Although it has been unofficial for a little while, I'm super excited to announce that I am now officially a Partner at ...
08/31/2026

Although it has been unofficial for a little while, I'm super excited to announce that I am now officially a Partner at Crystal Clear Financial Group LLC! I can't thank Andrew Schaffel, AEP, CAP, FSCP, LUTCF, CLTC and Joseph Caiello for allowing me to become a part of their team of professionals. I'm thrilled to partner with the team as focus on my skills in Business Succession Planning, Philanthropic Advising, and Estate/Retirement Planning for high-earning individuals.

For my clients, you can now expect access to additional resources and experience, smoother processes, and a full team dedicated to all parts of your financial plan.

More details to come as far as website access goes, but you can schedule a meeting directly on my Calendly (calendly.com/jllepore) , or visit https://www.crystalclearfinancialgroup.com/ for more information!

Heading home from my vacation yesterday at 4:00 AM, I was reminded that you don’t have to be perfectly equipped to make ...
08/24/2026

Heading home from my vacation yesterday at 4:00 AM, I was reminded that you don’t have to be perfectly equipped to make a difference.

I was at the airport, just starting what was about to become the morning rush, when I noticed a woman who clearly needed help.

She was a native Spanish speaker.

I know some Spanish… but it’s been about 10 years since I truly studied it, so I was definitely not feeling confident in my ability to communicate.

And honestly? It would have been easy to keep walking.

I had somewhere to be.
It was 4:00 AM, didn’t sleep the night before and up at 3AM to head to the airport.
The airport was starting to get busy.
And I could have easily told myself, “Someone else will help her.”

But no one else was.

So I stopped.

I stumbled through the Spanish I remembered. I used hand gestures, translated what I could, listened carefully, and most importantly, I stayed with her until we figured it out.

Was my Spanish perfect? Absolutely not. 😂

Did it matter?

Not nearly as much as being willing to try.

It made me think about leadership, business, and life.

We often think we need to have the perfect words, the perfect experience, or the perfect solution before we step forward.

But sometimes people don’t need perfection.

They just need someone willing to stop.

Someone willing to say, “I may not know exactly how to help, but I’m going to try.”

That 4 AM airport moment reminded me that leadership isn’t always about having the answers.

Sometimes, it’s about being the person who doesn’t walk past.

And sometimes, the smallest moments of choosing to help are the ones that stay with you the longest. ❤️

An open invitation for all of my Facebook friends! Come enjoy an evening of fine beverages and foods on September 24th a...
08/18/2026

An open invitation for all of my Facebook friends! Come enjoy an evening of fine beverages and foods on September 24th at Monroe Golf Club in support of Al Sigl Community.

It's been so fun serving on this committee, and I can't wait to see the final product!

Get tickets here: alsigl.org/tastings

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4ghAmmK
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Today was my first time at Lollypop farm in a loooong time, and man have they grown! I am in awe at all of the great thi...
08/12/2026

Today was my first time at Lollypop farm in a loooong time, and man have they grown! I am in awe at all of the great things they’re doing to help our animal population in need. I truly enjoyed the presentation about planned giving and how we each have an obligation in our daily lives to ask our clients and donors for philanthropic gifts that will make a difference - it’s not something that’s usually naturally brought up. I couldn’t be more proud to be collaborating with local nonprofits to accomplish this exact goal to make a bigger impact in our local Rochester community.

As a side note, if you are looking for a pet to adopt - look there first! They’ve got some wonderful pets just waiting to find their new best friend 🥹

"What we think, we become."We become what we repeatedly think about, more than we usually realize.I think about a simple...
08/10/2026

"What we think, we become."

We become what we repeatedly think about, more than we usually realize.

I think about a simple story a lot: someone wakes up every day telling themselves they are behind, incapable, and always missing the mark.

At first, it just sounds like a passing thought. Then it becomes the filter they use for everything.

They hesitate before speaking. They second guess every decision. They pull back from opportunities that might have stretched them.

Over time, those repeated thoughts start shaping their identity.

Awareness changes everything.

When we pause long enough to notice our inner dialogue, we can see how certain thoughts are building either fear or confidence, either limitation or possibility.

A thought repeated often enough becomes familiar, and what feels familiar can start to feel true, even when it is not.

That is why being intentional with our thinking matters so much. We may not control every thought that enters our mind, but we do get to choose which ones we continue feeding.

We get to decide what deserves our focus.

A steady stream of discouragement will eventually shape a discouraged life.
A steady practice of belief will begin to shape a braver one.

If this message meets you in a meaningful place, I’m always open to connecting and encouraging growth together☺️

Some of the most meaningful planning conversations I’ve had started after someone felt completely set, moved on, and the...
08/05/2026

Some of the most meaningful planning conversations I’ve had started after someone felt completely set, moved on, and then found themselves revisiting everything when life changed directions.

A business shifted. A family dynamic changed. Retirement looked different than it did on paper.

Priorities that once felt clear suddenly needed a second look.

That doesn’t mean they failed.
It means life kept moving.

Planning is not a one-time decision you make and never revisit. It’s something that needs space for change, flexibility, and the unexpected turns none of us can fully predict.

The people who circle back are often the ones doing the wisest thing:
-They're willing to reassess
-They're open to a new conversation
-They care enough to get aligned again
-They want to make decisions with intention

There is a lot of strength in coming back to the table.

Some of my favorite conversations have come from that exact moment, when someone realizes they do not need to have every answer nailed down forever, they just need a plan that can move with them.

Make an impact in the areas that matter most to you, while still moving towards your financial goals. Learn more about s...
08/01/2026

Make an impact in the areas that matter most to you, while still moving towards your financial goals. Learn more about sustainable investing.
https://bit.ly/4fNXZmD

07/30/2026

Life can be unpredictable. This story of Daniel, the sole owner of Horizon Construction, and his wife, Rachel, is a poignant reminder of how life insurance can play a crucial role in securing your family's future. Don't leave your family's future to chance. Watch Daniel’s story and then let's connect to discuss how to safeguard your family's well-being and ensure your legacy is one of security and stability.

Join the web’s most supportive community of creators and get high-quality tools for hosting, sharing, and streaming videos in gorgeous HD with no ads.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4h5EhFa
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Address

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

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