A natural-born planner and organizer, Jenni is passionate about simplifying the world of financial well-being for those around her. She enjoys helping clients define and ultimately reach (or exceed!) their goals while becoming a trusted advisor & friend along the journey. Jenni has over 15 years of experience working in the financial industry and with a broad range of clients--from engineers to farmers to homemakers and so on. Jenni is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Founding Partner of Cerro Pacific Wealth Advisors where she serves on the portfolio management team, works closely with her clients, and helps run the business. Jenni lives in San Luis Obispo with