JENNIFER C. FLAHERTY, CFP®, CRPC®
Jen began her second career as a Financial Advisor in 2008, and she has been helping clients toward achieving their long-term financial goals since then. She brings a range of experiences to her position as a Financial Advisor at Portfolio Solutions®. Jen has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans. Jen has attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation.
Prior to her career change into the finance industry, Jen earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. She worked in the mortgage and manufacturing industries, leading teams and improving products and processes. She is a Six Sigma Black Belt and obtained her Quality Engineer Certification through the American Society of Quality.
Areas of Experience:
- Wealth Management
- Financial Life Planning
- Investment Guidance
- Retirement Planning
- Retirement Distribution Planning
- Investment Tax Guidance
- Education Planning
- Risk Management