Serving High-Net-Worth Families Nationwide Since 1983

Client Login

Jennifer Solis, CFP®Education Consultant

Jennifer Solis travels around the country providing education, conducting enrollment seminars and meeting individually with participants to strategically plan for their income replacement years.Jennifer brings years of experience working in large financial services companies where she took on financial advisory roles and was distinctly recognized for her work. While at her former employer, she was recognized with the most prestigious award for being Client Centric and believing that People Matter. She received a Bachelor of Arts degree in Communication from the University of California San Diego, and has obtained her CERTIFIED FINANCIAL PLANNER™ certification.

Jen currently resides in Los Angeles, loves working out, and enjoys traveling all over the world.
Jen is bilingual, fluent in both English and Spanish.