Jennifer Langstaff, CFP^®, RSSA

Jennifer is a CERTIFIED FINANCIAL PLANNER^® professional, which is a financial professional who meets rigorous education, examination, experience, and ethics standards set by the CFP Board to provide holistic financial planning, while upholding fiduciary principles to put clients' best interests first. They help with goals like retirement, college savings, and estate planning, offering comprehensive advice across various financial areas. Jennifer is also a Registered Social Security Analyst. As an RSSA-certified financial advisor, she specializes in retirement income planning and Social Security.

Jennifer became a financial advisor in 1995. With over 30 years of experience, she has honed her skills in comprehensive financial planning, investment management, and client relationship building. She guides individuals and families to effectively navigate life’s financial decisions with confidence and clarity. Her mission is to help her clients create a comprehensive personal financial plan that allows for current and future needs, based on the client's goals. She is versed in advanced estate planning strategies to help her clients with their legacy needs. A believer in financial education, Jennifer has offered her services to speak to various groups on important financial topics. She lives in Paso Robles with her husband, Ryan, and two sons. When not working, she enjoys traveling, volunteering, and cooking.