Jennifer has been helping individuals, families, and small businesses for over 15 years to pursue their financial goals and achieve a sound retirement plan. She works with a wide range of clients spanning from those who are in their early accumulation years, preparing for retirement, and well into retirement. Her passion is to educate and help clients find success through a sound financial plan, continued ongoing support, and sharing her extensive industry knowledge. Jennifer held the role of Financial Planning Analyst at Edelman Financial Engines and was primarily responsible for developing and maintaining client relationships as well as ensuring a consistently seamless client experience.
She is a graduate of the City University of New York with a B.A. in Psychology and also holds FINRA Series 7, 63, 65 as well as Life and Health Insurance Licenses.
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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.