Jen Nielsen, CERTIFIED FINANCIAL PLANNER™, CDFA®
CERTIFIED FINANCIAL PLANNER™, CDFA®
"You can’t go back and change the beginning, but you can start where you are and change the ending."
-- James Sherman
Jen helps clients see possibility through life’s greatest opportunities and most challenging transitions. With a passion and conviction for her work, she brings an empathetic and sincere approach to every relationship. Jen is dedicated to building meaningful connections while guiding clients toward financial plans that support the lives they truly want to live.
She has a special heart for women who refuse to sit on the sidelines of their finances. Whether divorced, widowed, single, or married, Jen believes every woman deserves clarity, confidence, and a strong sense of financial security. She understands that many women are balancing multiple responsibilities at once and value having a trusted partner who sees their full financial picture—someone who places their priorities first and ensures every detail is thoughtfully addressed.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Divorce Financial Analyst (CDFA®), Jen is passionate about supporting clients beyond investment management alone. She thrives on the fine details of a well-executed plan, yet the most rewarding part of her work is watching clients grow in confidence as they successfully navigate the many seasons of life.
Outside the Office
When Jen isn’t immersed in the details of financial planning, her greatest joy is spending time with her two children. She is happiest with a racquet in hand and a little friendly competition—tennis and pickleball are favorites, though table tennis and badminton will gladly do in a pinch.
