Jennifer Matthews, CFA®, CIMA®, RICP®, CRPC®, AWMA®, AAMS®, APMA®, CETF®
Director of Asset Management, Financial Advisor
As the Director of Asset Management, Jen oversees our Model Portfolio Operations.
She collaborates with Investment Consultants and Technology Partners to conduct
investment research, execute trades, and perform portfolio analysis. She’s a highly
accredited professional and holds the prestigious CFA designation along with several
other asset management credentials. Her passion lies in research and analysis,
leveraging her expertise to help clients achieve their goals by maximizing returns while
minimizing risk. With over 10 years of industry experience, Jen brings a wealth of
knowledge and dedication to her role.
DESIGNATIONS AND EDUCATION
- Chartered Financial Analyst (CFA ® )
- 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 share a busy, joyful life with their two children and a beloved
pup. In her free time, Jen enjoys channeling her creative side through painting, knitting,
experimenting with new recipes in the kitchen, and discovering new restaurants and
attractions across Southern California.