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


Jen Flaherty
Financial Advisor
Liberty Wealth Advisors
United States, Michigan, Royal Oak
About Me
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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