Jessica Kreger, a CERTIFIED FINANCIAL PLANNER™ professional, joined Charter Oak Capital Management as a Financial Advisor in 2020. She provides clients with financial planning, investment management, and financial coaching, taking a comprehensive approach to wealth management. Her commitment to excellence is evident as she pursues the best strategy for each client’s unique needs. However, her greatest fulfillment comes from her passion for helping clients through difficult transitions, ensuring they lead purposeful and happy lives. Jessica graduated with a bachelor's degree in finance from Bentley College in 2006. One of her college courses, Introduction to Personal Financial Plannin