Jen Boroff, CFP®, EA
Wealth Manager
Jennifer serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Jennifer brings to her clients over 15 years of experience in the financial services industry. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a Wealth Planner.
Jennifer earned a Bachelor of Science degree in Marketing from the University of Central Florida. Jennifer is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service.
In her spare time, Jennifer enjoys traveling, Pilates, and spending time with her friends and family.
Articles by Jen Boroff, CFP®, EA
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