MBA, CFP®, CDFA
Director of Financial Planning
Jennifer began her wealth management career in 1999. Her past professional experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and complex wealth planning for high-net-worth families at First Foundation Advisors and Freestone Capital Management. Jennifer’s areas of expertise include multi-generational wealth, legacy planning, retirement strategies, and charitable giving. She graduated from Sweet Briar College with a degree in Education/Government and earned her MBA in Finance/Marketing from UCLA’s Anderson School of Business. Jennifer is an active member of the Puget Sound chapter of the Financial Planning Association. She is fluent in Korean.