Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. She has been in the financial industry for over 25 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 personal risk tolerances. Conservative by nature, she designs portfolios that are meant to reduce potential investment volatility and offer long term growth potential. 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.