Jennifer Kathman, CFP®, Wealth Manager

Jennifer serves as a wealth manager, providing her clients with comprehensive guidance on various financial matters to meet their individual needs. With over 15 years of experience in the financial services industry, she enjoys working closely with clients to analyze their situation and develop customized plans to help them achieve their goals. Jennifer practices in the areas of retirement planning, tax planning, estate planning, investment management, and risk management.

Prior to joining Creative Planning, Jennifer was a Financial Consultant for a large national financial services company where she worked closely with high net worth individuals and families. Jennifer focused on building strong long-term relationships with clients. This included advising clients on a wide range of investment services and presenting them with solutions that aligned with their goals.

Jennifer received her Bachelor’s Degree from Northern Kentucky University with a focus on Pre-Law. Jennifer is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Jennifer has a passion for philanthropic work. She volunteers with various animal rescue groups throughout Florida. She also enjoys spending time outdoors with her fiancé and two dogs.

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