MBA, CFP®, CDFA
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.