Jen has two decades of experience in the investment advisory industry providing portfolio management and financial advice. Jen began her career at a boutique financial planning firm in Corte Madera. There, she was Manager of Client Services, expanded her responsibilities to Financial Planner, and obtained her Series 7 and Series 66 licenses. In 2011, she joined a nationally recognized asset management firm where she became a CFP® professional, and provided service and expertise in investment advising, business operations, compliance, and research consulting. Jen joined the Adero team in 2021. Jen graduated from Sonoma State University – with a BA degree in Sociology. She is a CERTIFIED FI