Jocelyn D. Wright, MBA, CFP®, RICP®, AIF®

Jocelyn is a financial strategist, financial education advocate and speaker. She has over thirty years of financial services experience and has been collaborating with clients since 2002. Jocelyn is Founder and Managing Partner of Ascension Legacy Partners. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®) and Accredited Investment Fiduciary (AIF®) designations.

She received a BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors. Her memberships include Delta Sigma Theta (Public Service) Sorority, Inc. (1991), where she currently serves as Assistant Treasurer for the Philadelphia Alumnae Chapter. Jocelyn serves on the boards of the Foundation for Financial Planning (2020), Change Create Transform® Foundation (2016), and Urban League of Philadelphia (2024). She was recognized by InvestmentNews as one of the 20 most influential Women to Watch (2016) and by the Association of African American Financial Advisors (AAAA) 1st Annual 50 Under 50 program (2020). Jocelyn has also been a frequent guest on Good Day Philadelphia (FOX29).

Born and raised in Philadelphia, PA, Jocelyn quite naturally is a huge sports fan. She enjoys traveling, good food and great company. Jocelyn also completed the 50 States Challenge, where she ran a half-marathon in each state plus D.C.

California Insurance License #0F23927