Jalyn Crittenden, Cfp® Email and Phone Number
Jalyn Crittenden, Cfp® work email
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Jalyn Crittenden, Cfp® personal email
Passionate to help individuals and organizations achieve their financial goals. Officially earned the Certified Financial Planner (CFP) designation in June 2024. Focused on providing in-depth analyses and creative financial strategies while adhering to the highest fiduciary standard.
Teach Plan Retire
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Associate Financial PlannerTeach Plan Retire Oct 2024 - PresentIndianapolis, Indiana, United States -
Associate Certified Financial PlannerFour Quadrants Advisory Jan 2024 - Aug 2024Carmel, Indiana, United States• Actively led and facilitated client meetings specializing in financial planning for high net worth dental professionals, ensuring tailored advice and personalized service.• Provided comprehensive analysis and prepared detailed financial reports to support client investment decisions and long term financial goals.• Maintained up to date knowledge of financial markets and regulatory changes to provide informed recommendations to the Chief Operating Officer. -
Financial AdvisorValeo Financial Advisors Llc Jun 2022 - Dec 2023Carmel, Indiana, United States•Supported team of lead advisors with 40 clients and a cumulative portfolio value over $200 million.•Created deliverables for quarterly meetings with every client and led follow up actions with internal and external parties.•Provided recommendations through analysis for clients regarding investment planning, tax planning, estate planning, insurance planning, and retirement planning. -
Resident AssistantDepauw University Aug 2019 - May 2022Greencastle, Indiana•Facilitated the social, academic, and personal adjustment of students to the residence hall and campus. •Served as a positive role model to residents and peer staff members. •Enforced the rules and policies of Residence Life. -
Worksite Finance InternCno Financial Group May 2021 - Aug 2021Carmel, Indiana, United States•Evaluated and analyzed data regarding demographic segmentation and buying propensities within the Hispanic market. •Applied statistical analysis and observed cultural shifts in communities to create a deeper understanding of minority ethnic populations.
Jalyn Crittenden, Cfp® Skills
Jalyn Crittenden, Cfp® Education Details
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Economics
Frequently Asked Questions about Jalyn Crittenden, Cfp®
What company does Jalyn Crittenden, Cfp® work for?
Jalyn Crittenden, Cfp® works for Teach Plan Retire
What is Jalyn Crittenden, Cfp®'s role at the current company?
Jalyn Crittenden, Cfp®'s current role is Associate Financial Planner at Teach Plan Retire & AEL Wealth Management.
What is Jalyn Crittenden, Cfp®'s email address?
Jalyn Crittenden, Cfp®'s email address is jc****@****ial.com
What schools did Jalyn Crittenden, Cfp® attend?
Jalyn Crittenden, Cfp® attended Depauw University.
What skills is Jalyn Crittenden, Cfp® known for?
Jalyn Crittenden, Cfp® has skills like Microsoft Office, Customer Service, Strategic Planning, Sales.
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