Jen Flaherty,Cfp®, Crpc®

Jen Flaherty,Cfp®, Crpc® Email and Phone Number

Financial Advisor @ Liberty Wealth Advisors®
Royal Oak, MI, US
Jen Flaherty,Cfp®, Crpc®'s Location
Royal Oak, Michigan, United States, United States
Jen Flaherty,Cfp®, Crpc®'s Contact Details

Jen Flaherty,Cfp®, Crpc® work email

Jen Flaherty,Cfp®, Crpc® personal email

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Jen Flaherty,Cfp®, Crpc® phone numbers

About Jen Flaherty,Cfp®, Crpc®

I began my second career as a Financial Advisor in 2008, and I have been helping clients toward their long-term financial goals since then. I bring a range of experience to my position as a Financial Advisor at Liberty Wealth Advisors® - having provided financial planning support to several financial advisor teams at Merrill Lynch. I have also worked at a small wealth management firm, helping clients develop personalized financial plans. I attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation.Prior to my career change into the finance industry, I earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. I have worked in the mortgage and manufacturing industries, leading teams and improving products and processes. I am a Six Sigma Black Belt and obtained my Quality Engineer Certification through the American Society of Quality.AREAS OF EXPERIENCE:Wealth ManagementFinancial Life PlanningInvestment GuidanceRetirement PlanningRetirement Distribution PlanningInvestment Tax GuidanceEducation PlanningRisk ManagementAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.

Jen Flaherty,Cfp®, Crpc®'s Current Company Details
Liberty Wealth Advisors®

Liberty Wealth Advisors®

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Financial Advisor
Royal Oak, MI, US
Jen Flaherty,Cfp®, Crpc® Work Experience Details
  • Liberty Wealth Advisors®
    Financial Advisor
    Liberty Wealth Advisors®
    Royal Oak, Mi, Us
  • Liberty Wealth Advisors®
    Financial Advisor
    Liberty Wealth Advisors® Mar 2014 - Present
    Royal Oak, Michigan, United States
    Provides financial advice and comprehensive wealth planning to clients.Liberty Wealth Advisors® is a national, full-service, fee-only Financial Advisor providing fiduciary wealth planning services designed with each client’s unique needs in mind. We embrace the principles of Servant Leadership to help clients work confidently towards achieving their long-term financial goals. Liberty Wealth Advisors® utilizes a disciplined, open architecture investment methodology that emphasizes both cost-sensitive and tax-sensitive strategies.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). @2022 - Liberty Wealth Advisors - All Rights Reserved

Jen Flaherty,Cfp®, Crpc® Education Details

Frequently Asked Questions about Jen Flaherty,Cfp®, Crpc®

What company does Jen Flaherty,Cfp®, Crpc® work for?

Jen Flaherty,Cfp®, Crpc® works for Liberty Wealth Advisors®

What is Jen Flaherty,Cfp®, Crpc®'s role at the current company?

Jen Flaherty,Cfp®, Crpc®'s current role is Financial Advisor.

What is Jen Flaherty,Cfp®, Crpc®'s email address?

Jen Flaherty,Cfp®, Crpc®'s email address is jf****@****ors.com

What is Jen Flaherty,Cfp®, Crpc®'s direct phone number?

Jen Flaherty,Cfp®, Crpc®'s direct phone number is (646) 791*****

What schools did Jen Flaherty,Cfp®, Crpc® attend?

Jen Flaherty,Cfp®, Crpc® attended Oakland University, Michigan State University.

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