Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Jen is a Fiduciary Advisor with almost two decades of experience helping clients achieve their financial goals. Jen has a genuine passion for helping clients through the financial planning process; especially helping them achieve and sustain retirement. The bulk of her career has been spent doing just that; helping smart, hard-working people retire. The greatest reward she finds in her work is nurturing relationships such that clients’ extended family members often come to her for help as well. She believes money is a path to help people live the life of their dreams, and she is driven by being able to help clients with this through the process of financial planning. Inherently, in developing relationships with families as a trusted advisor, she has worked with many of them while passing wealth to the next generation. Jen holds dual bachelor’s degrees from California State University, San Bernardino, in Psychology and Human Development. Jen has been happily married for 16 years to her husband David, a software developer and veteran of the US Army. Together, they have two young daughters who enjoy learning, art and adventure. Both of her girls have participated in soccer, gymnastics, taekwondo, swimming, and “fun run,” 5k races. Jen is an avid distance runner and enjoys participating in marathons and 50k trail running races.
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
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