Jen’s passion is research and analysis and using her skills to help our clients reach and maintain their goals. She is responsible for working with our Investment Consultants and Technology Partners to perform Investment Research, execute Trading, and conduct Portfolio Analysis. Jen holds several advanced designations that help her perform her duties.
DESIGNATIONS AND EDUCATION
Certified Investment Management Analyst ® (CIMA)
Accredited Portfolio Management Advisor (APMA®)
Accredited Asset Management Specialist (AAMS®)
Accredited Wealth Management Advisor (AWMA®)
Certified ETF Advisor (CETF®)
Chartered Retirement Planning Counselor (CRPC®)
Jennifer and her husband have two children and 1 loving pup. Jen enjoys hobbies such as painting, knitting, and trying out new recipes. She also loves to explore new restaurants and attractions throughout Southern California.