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Jen Mulder is the founding principal and financial planner with Pathway Financial Services, LLC, offering fee-only financial planning and investment management services to clients throughout California. A graduate from the UCLA Personal Financial Planning program, Jen is also a member of the Los Angeles Chapter of the Financial Planning Association. She has been working with individuals and businesses in financial planning and investment management in the Los Angeles area since 2008.In the community, Jen devotes her time to supporting performing arts and LGBT/equality issues. She has served as a board member with Vox Femina Los Angeles since 2011 and is active with Lambda Legal and the Los Angeles LGBT. On the weekends, you'll find Jen hiking the local Santa Monica mountains and playing softball with her team of 15 years in the Burbank adult coed league where she recently celebrated hitting her first triple.*****Pathway Financial Services, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pathway Financial Services, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pathway Financial Services, LLC unless a client service agreement is in place.Pathway Financial Services, LLC5950 West Jefferson Boulevard, Suite 2Los Angeles, CA 90016Specialties: Helping individuals and small businesses integrate their hopes and dreams for the future with their financial resources. Crafting a plan for you to reach a secure retirement.
Pathway Financial Services, Llc
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Fee-Only Financial Planner | Investment Manager | Financial AdvisorPathway Financial Services, Llc Mar 2014 - PresentLos AngelesFounding financial planner with Pathway Financial Services, Jen offers full-service, fee-only financial planning and investment management services to individuals and small businesses throughout Southern California. With an emphasis on education and knowledge, she is dedicated to helping her clients make better financial decisions throughout their lives.
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Fee-Only Financial Planner | Investment Manager | Financial AdvisorCetera Advisor Networks Llc Apr 2008 - Mar 2014* Provided customized financial plans with emphasis on cash-flow management and pursue their financial goals. * Plans including but not limited to home ownership, college funding and a financially independent retirement resulting in greater wealth accumulation and financial security.* Portfolio management for clients with focus on low-cost, index funds resulting in lower volatility and savings on expenses. -
Project ManagerJec Corp. Jan 2002 - Dec 2008Managed simultaneous projects providing customer service evaluations and auditing for national retail stores and restaurant chains.
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Tax PreparationMkm, Cpa'S Jan 1990 - Mar 1992Pasadena, Ca- Individual income tax preparation- Full charge bookkeeping for small businesses.- Tax-planning strategies
Jen Mulder Skills
Jen Mulder Education Details
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Financial Planning -
Sociology
Frequently Asked Questions about Jen Mulder
What company does Jen Mulder work for?
Jen Mulder works for Pathway Financial Services, Llc
What is Jen Mulder's role at the current company?
Jen Mulder's current role is Fee-Only Financial Planner | Investment Manager | Financial Adviser - Financial Services | Financial Decision Making.
What is Jen Mulder's email address?
Jen Mulder's email address is je****@****aol.com
What is Jen Mulder's direct phone number?
Jen Mulder's direct phone number is +131042*****
What schools did Jen Mulder attend?
Jen Mulder attended University Of California, Los Angeles, Pitzer College.
What are some of Jen Mulder's interests?
Jen Mulder has interest in Cooking, Exercise, Cruises, Traveling, Investing, Outdoors, Home Improvement, Electronics, Reading, Arts And Culture.
What skills is Jen Mulder known for?
Jen Mulder has skills like Financial Projections, Investment, Retirement Planning, Financial Planning, Insurance Planning, Cash Flow Management, Budgeting, Personal Finance, Retirement Plans, Financial Counseling, Retirement Income Strategies, Risk Analysis.
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Jen Mulder
York, Pa -
2yahoo.com, rush.edu
1 +131294XXXXX
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1plexusworldwide.com
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Jen Mulder
Helping Independant Agents Grow Their Business At Midland National Life Through Sales & MarketingSioux Falls, Sd4midlandnational.com, sfgmembers.com, mnlife.com, midlandnational.com
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