Jen Flaherty,Cfp®, Crpc® Email and Phone Number
Jen Flaherty,Cfp®, Crpc® work email
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Jen Flaherty,Cfp®, Crpc® personal email
Jen Flaherty,Cfp®, Crpc® phone numbers
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.
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Financial AdvisorLiberty Wealth Advisors®Royal Oak, Mi, Us -
Financial AdvisorLiberty Wealth Advisors® Mar 2014 - PresentRoyal Oak, Michigan, United StatesProvides 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
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Financial Planning And Services -
Chemical Engineering
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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