Jennifer is a financial advisor who is very passionate about the effects finances have in people’s lives. With energizing presence, she empowers people to transform their financial life in a meaningful way through comprehensive financial planning. Her easy step-by-step process takes her clients through an amazing journey.

After being a business owner for decades, Jennifer found her true passion when she began her career in the financial industry in 2005. With her unquestionable openness and vigor, she changes a stressful conversation about money into an exciting and powerful new world that will contain hope and gratitude for the future. She helps her clients gain clarity and serenity with clear action steps to immediately implement towards their financial goals. Jennifer’s clients consider her an instrumental partner, advisor and friend. One of her strengths is the empathy for her client’s experiences in life, as unique as her own.

Jennifer completed a B.S. in Psychology, with Honors, from California State East Bay. She is a Certified Grief Counselor and she holds various securities licenses as well as a Life & Health Insurance License. Jennifer has a fiduciary responsibility with her clients and is an Investment Advisor Representative.

Honesty, integrity and ethics are the foundation of Jennifer’s practice. Above all, her clients always come first.