Jalyn Crittenden, Cfp®

Jalyn Crittenden, Cfp® Email and Phone Number

Associate Financial Planner at Teach Plan Retire & AEL Wealth Management @ Teach Plan Retire
brownsburg, indiana, united states
Jalyn Crittenden, Cfp®'s Location
Indianapolis, Indiana, United States, United States
Jalyn Crittenden, Cfp®'s Contact Details

Jalyn Crittenden, Cfp® work email

Jalyn Crittenden, Cfp® personal email

n/a
About Jalyn Crittenden, Cfp®

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.

Jalyn Crittenden, Cfp®'s Current Company Details
Teach Plan Retire

Teach Plan Retire

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Associate Financial Planner at Teach Plan Retire & AEL Wealth Management
brownsburg, indiana, united states
Employees:
2
Jalyn Crittenden, Cfp® Work Experience Details
  • Teach Plan Retire
    Associate Financial Planner
    Teach Plan Retire Oct 2024 - Present
    Indianapolis, Indiana, United States
    View
  • Four Quadrants Advisory
    Associate Certified Financial Planner
    Four Quadrants Advisory Jan 2024 - Aug 2024
    Carmel, 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.
    View
  • Valeo Financial Advisors Llc
    Financial Advisor
    Valeo Financial Advisors Llc Jun 2022 - Dec 2023
    Carmel, 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.
    View
  • Depauw University
    Resident Assistant
    Depauw University Aug 2019 - May 2022
    Greencastle, 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.
    View
  • Cno Financial Group
    Worksite Finance Intern
    Cno Financial Group May 2021 - Aug 2021
    Carmel, 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.
    View

Jalyn Crittenden, Cfp® Skills

Microsoft Office Customer Service Strategic Planning Sales

Jalyn Crittenden, Cfp® Education Details

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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