Jerico Maddela, MBA, CFP®, AIF®, CWS®

I work with individuals, families, and retirees in Tucson and across the country as they navigate important financial decisions through comprehensive financial planning, retirement planning, investment management, and holistic wealth management.

Many people come to me because they are looking for more than investment advice. They want a fiduciary financial advisor who will take the time to understand their goals, help them think through major financial decisions, and bring more organization to the different pieces of their financial lives. My role is to simplify complex financial topics so clients can make informed decisions with a clearer understanding of their options.

I bring nearly 20 years of experience in real estate and financial services, including time with The Vanguard Group and more than a decade at Charles Schwab as a VP-Financial Consultant serving clients throughout Arizona and California. Throughout my career, what has driven my passion for this work is the opportunity to help people pursue financial independence and live with greater purpose.

I believe thoughtful financial advice starts with trust, strong relationships, and a deep understanding of what matters most to the people I serve. Whether someone is preparing for retirement, managing a significant life transition, building long-term wealth, or creating a legacy for future generations, I strive to provide personalized guidance tailored to their goals and values.

Originally from the Bay Area, I now live in Tucson with my wife, Jessica, our son, Micah, and our two dogs, Louie and Joey. Outside of my work as a wealth advisor, I spend much of my time coaching and playing basketball. Coaching has shaped how I approach both sports and financial planning. Success rarely comes from one big decision. It comes from preparation, discipline, consistency, and thoughtful decisions over time.

My goal is to be a steady, trusted partner for the individuals and families I work with as they pursue what matters most to them.

What are 3 fun facts about yourself?

Although I’m only 5’7 & 3/4”, I achieved my childhood dream of playing college basketball at Cal Maritime. I once made 12 3-pointers in a college game, which is a record that still stands today! I shot over 50% for my college career.
I spent a semester during college at sea and didn’t even know how to swim! We traveled from Hawaii to Australia, Tahiti, Fiji, New Caledonia, New Zealand, then eventually back to the States in the port of San Diego. That experience ignited my passion for travel. It showed me that there is so much more to explore in the world beyond what I had ever imagined.
Both my mother and brother are accomplished doctors, but due to my dislike of needles and blood, I chose to pursue a career with numbers and finance. I consider myself a financial doctor.

What do you like to do in your free time?

It’s been a bucket list item for me ever since I finished college, that I’ve always wanted to coach basketball and share the passion and knowledge I have for the game. In the Fall of 2023, I accomplished that bucket list item and started coaching high school basketball. I try to stay active always in the gym either reigning in three-pointers or coaching. Outside of work and coaching, I enjoy spending time with my wife, our two fur babies, and our families who are all close by now. We enjoy babysitting our nephews and watching them learn and grow into their own.

Personal/professional hero and why

My personal hero is my mother. She emigrated from the Philippines to the United States and, as a single mother, raised my older brother, my younger sister and me. Her journey was marked by countless sacrifices made for our success and well-being. Her unconditional love and unwavering support have been a guiding light throughout my life, continually inspiring and motivating me to strive for excellence.

Get in touch with Jerico Maddela, MBA, CFP®, AIF®, CWS®

4011 E. Sunrise Dr.
Tucson, Arizona 85718

Phone: (520) 733-1477

jerico.maddela@tciwealth.com

Jerico's Financial Tip

“Your #1 wealth is your health” Living a healthy balanced lifestyle in all aspects of life: health, relationships, fitness, work, and emotional happiness is key. Decisions you make today will impact your well-being tomorrow and 10+ years from now. Let me help you find your balance between living in the now and planning for your future.

Education