Jolisa Gonzalez

Paraplanner & Marketing Specialist

Jolisa holds a Bachelor's Degree from Cleveland State University. As a paraplanner and marketing specialist at Intentional Wealth Solutions, she plays a vital role in supporting the financial planning process and making financial education more accessible. With a background in both client service and strategic marketing, she brings a thoughtful, people-first approach to every interaction.

Jolisa’s passion for financial literacy stems from her own journey—she knows how life-changing the right guidance can be. Her goal is to empower individuals and families to take control of their financial futures, especially during times of transition.

When she’s not helping clients or building educational content, you can find her boxing at the gym, exploring the outdoors, or learning more about her Puerto Rican roots. She believes wellness and wealth go hand in hand and brings that philosophy into her work every day.