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

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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

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