Broker Check
Jesse Onate

Jesse Onate

Chief Technology Officer

jesse@cpisfinancial.org

Jesse Onate is a visionary technology guru with extensive experience in Customer Relationship Management (CRM) systems. With a passion for innovation, he has helped thousands of sales professionals and businesses optimize their operations by leveraging AI and cutting-edge technology. Jesse’s expertise in streamlining workflows, automating processes, and enhancing customer engagement has made him a trusted advisor in the industry. Whether it's implementing advanced CRM solutions or integrating AI-driven strategies, Jesse is dedicated to empowering businesses to work smarter, not harder. When he is not in the office you can find him hanging out with his kids at Disneyland.