CoverProfile

Jen Flaherty

Financial Advisor

Liberty Wealth Advisors

United States, Michigan, Royal Oak

About Me

I began my second career as a Financial Advisor in 2008, and I have been helping clients toward their long-term financial goals since then. I bring a range of experience to my position as a Financial Advisor at Liberty Wealth Advisors® - having provided financial planning support to several financial advisor teams at Merrill Lynch. I have also worked at a small wealth management firm, helping clients develop personalized financial plans. I attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation. Prior to my career change into the finance industry, I earned a Bachelor of Science degree in Chemical Engineering from

View more

Profile Information

Financial Advisor

Liberty Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Royal Oak

Michigan

United States

May 30, 2025

More profiles to browse

Profile Photo
Ashley Scott
Partner and Financial Advisor
Profile Photo
Scott Duba
Chief Investment Officer and Managing Director, Wealth Management
Profile Photo
Rich Meagher
Partner, Financial Advisor
GA
Glenn A. Spencer
Chief Executive Officer

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services