About Jennifer Brown

I am a holistic financial consultant with expertise in wealth management, insurance, retirement planning and divorce financial planning. I enjoy learning about the needs of the families and individual clients I help. I know that my time with a client is far more impactful if I understand what my clients’ lives are like. I became a Certified Financial Planner professional because I wanted to go to work knowing that what I did could positively impact someone’s life; something that would always challenge me to grow. I love that my financial planning business is about more than money. It’s about relationships with clients like you that I can cherish for years to come. I understand that life is about the things that bring you joy and doing more with what you have. No matter what your financial goals are, I will build a financial plan around the things that you care about.  

Education & Accomplishments

  • Certified Divorce Financial Analyst, CDFA
  • Behavior Financial Adviser, BFA
  • Fraternal Insurance Counselor, FIC
  • FINRA Series 6, 66, 7, 63
  • Life and Health Insurance Licenses
  • Music and Art Studies, University of London
  • Bachelor of Arts degree in Interpersonal Communication, Pacific Lutheran University