What motivates you at work?
I am motivated in that knowing that the work we do will help individuals and families have a sense of financial security in their lives.
What are you passionate about?
I am passionate about being able to help people in underserved communities such as POC, women, and the LGBTQ community.
How do you define success?
My definition of success is being surrounded by the ones you love and having the opportunity to explore and experience new places.
As the dedicated para planner for the Practice, Jennifer works under the direction of the Senior and Associate planners to develop comprehensive financial and investment plans. This includes gathering and analyzing financial data and creating and modeling different possible financial scenarios. Jennifer works with the advisors to determine how assets should be allocated and ultimately uses this information to make recommendations to the advisors on which financial plan should be followed. As a fully licensed registered assistant, Jennifer also assists in executing trades and reallocating accounts, at the direction of the advisors.
Jennifer graduated from California State University, Fullerton and holds a degree in Business Administration with a concentration in Finance. She also currently holds Series 6, 7, 63 and 66 registrations, and is Accident, Life and Health Licensed in California