Jen Nielsen, CFP®, CRC®
CERTIFIED FINANCIAL PLANNER™ & Certified Retirement Counselor®
"You can’t go back and change the beginning, but you can start where you are and change the ending."
-- James Sherman
Jen helps people see possibility through life’s greatest and most challenging transitions. She is someone who has total passion and conviction for what she does. Using her empathetic and sincere approach, she has made it her mission to build deepened relationships with our clients all while helping them cultivate a financial plan that helps them focus on what they most enjoy. She has a special place for working with women who are not content to sit on the sidelines of their finances. She wants women in all circumstances – divorced, widowed, single and married – to know more about their financial well-being and feel secure. She knows from experience that women tend to have several balls in the air at once and appreciate someone who is looking into their full financial life, placing them first and making sure that all financial bases are covered.
As a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED RETIREMENT COUNSELOR®, Jen specializes in retirement planning and is passionate about building relationships with our clients beyond just investment management. While she thrives on the fine details of a well-executed plan, she will tell you that the best part of her job is seeing our clients growth as they successfully traverse through the many seasons of life.
The prestigious CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Jason is dedicated to helping his clients work toward their financial goals by guiding them through the investment planning process set forth by the CFP Board of Standards.
ABOUT ME
When not diving into the details of financial plans, my first love is spending time with my 2 children. After that, I am most excited when I have a racquet in my hand and some friendly competition. Tennis and pickleball are my favorites, but table tennis and badminton will do in a pinch. Since taking advantage of the singles scene, I have discovered that I love dancing and meeting new people. I love listening to podcasts and audiobooks, but even better is when I get to discuss what I heard with friends and family. Living at the base of Provo canyon has given me a greater appreciation of this beautiful place we live, and my happy place is trail running/hiking up Big Springs while catching up (literally and figurately) with friends.