Jerico Maddela, MBA, CFP®, AIF®, CWS® portrait

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

As an Advisor at TCI Wealth Advisors, I bring more than 15 years of experience and a passion for financial planning. I specialize in navigating clients through each stage of their financial lives: Growth and Accumulation, Wealth Preservation, Income Distribution and Legacy Estate Distribution. My goal is to manage each phase with precision to help secure my clients’ financial futures.

I began my career in real estate before transitioning to investments at The Vanguard Group. I then spent a decade at Charles Schwab, honing my skills as a VP-Financial Consultant across various locations in Arizona and California.

Growing up in the Bay Area, my childhood dream was to play college basketball. And it was my experience playing for California State University Maritime Academy that led to my career in finance. The same dedication, discipline, and strategic thinking I learned on the court now drive my approach to financial planning. I’m committed to helping you achieve your financial goals with the same passion I brought to every game.

Awards

What are 3 fun facts about yourself? 

  1. 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.
  2. 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.
  3. 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.
freetime

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 at Pusch Ridge High School in Oro Valley.  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.

hero

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®

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

  • Grand Canyon University

    Grand Canyon University

    Master's in Business Administration
  • California State University Maritime Academy

    California State University Maritime Academy

    Bachelor of Science in Business Administration

Accreditations, Awards & Accolades

  • CFP® – CERTIFIED FINANCIAL PLANNER™
  • AIF® – Accredited Investment Fiduciary®
  • CWS® – Certified Wealth Strategist®

Hobbies & INTEREST

Foodie

Foodie

Golfing

Golfing

Traveling

Traveling

Blog Posts:

2024 So Far: Reflections and Outlook

Sep 4

Defending Diversification: Lessons from Recent Market Trends

Jul 30

The Importance of Powers of Attorney for Young Adults

Jun 28

From Finance to Fiction: TCI’s Summer Book Recommendations

Jun 24

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