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

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.