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Jennifer Coffey Smith

Director Of Financial Planning

Financial Connections Group Inc

United States, California, San Francisco

About Me

Jenny is enthusiastic about financial planning and sharing her experience with our clients and staff. She loves meeting people, hearing their stories, and helping them find practical solutions for the future. What she enjoys most about working with our team is the exchange of ideas among staff members so that we create better client experiences. Jenny joined the Financial Connections team in 2013. She is a fee-only Certified Financial Planner™ Professional and has a Master’s degree in Security Analysis and Portfolio Management. She also has a B.S. in Economics from Arizona State University and an M.S. from Creighton University. Jenny joined Financial Connections after nine years with

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Profile Information

Director Of Financial Planning

Financial Connections Group Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Aug 16, 2024

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