- BA in Business Administration, Seattle University
Jennifer provides comprehensive investment and planning advice to individual and institutional clients, with specialty in working with people in transition and entrepreneurs with substantial equity awards. Many of Jennifer’s clients are women seeking financial advice about career changes, divorce, remarriage, and retirement.
Jennifer’s ideal client has a moderate to complex financial life and can benefit from tax planning, oversight of private/illiquid investments, liability risk assessment, intergenerational estate transfer planning, lifetime cash flow analyses, and strategic planning around charitable giving, use of retirement vehicles, and/or equity compensation awards.
Jennifer lives in Burlingame with her family.