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.
She has been in the financial industry for over 30 years. Her mission is to help her clients create a comprehensive personal financial plan that allow for current and future needs, based on the client's goals. She is versed in advanced estate planning strategies to help her clients in 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.