Director Of Financial Planning
Current
Nov 2013 - Present
AeroLeads people directory · profile
Jennifer Coffey Smith Cfp® Email & Phone Number
Director Of Financial Planning
at
Financial Connections Group, Inc.
1 work email found
@financialconnections.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director Of Financial Planning
Location
San Francisco, California, United States
Company size
Who is Jennifer Coffey Smith Cfp®? Overview
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Quick answer
Jennifer Coffey Smith Cfp® is listed as Director Of Financial Planning at Financial Connections Group, Inc., a company with 10 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at financialconnections.com and a matched LinkedIn profile for Jennifer Coffey Smith Cfp®.
Jennifer Coffey Smith Cfp® previously worked as Client Engagement Manager at Nestwise and Investment Consultant Ultra High Net Worth at Vanguard. Jennifer Coffey Smith Cfp® holds Masters, Security Analyis Portfolio Management from Creighton University.
Company email context
Email format at Financial Connections Group, Inc.
This section adds company-level context without repeating Jennifer Coffey Smith Cfp®'s masked contact details.
{first}@financialconnections.com
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AeroLeads found 1 current-domain work email signal for Jennifer Coffey Smith Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jennifer Coffey Smith Cfp®
Jennifer Coffey Smith Cfp® is a Director Of Financial Planning at Financial Connections Group, Inc.. She possess expertise in retirement planning, financial planners, series 63, security analysis, business development and 7 more skills.
Listed skills include Retirement Planning, Financial Planners, Series 63, Security Analysis, and 8 others.
Current workplace
Jennifer Coffey Smith Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Financial Connections Group, Inc.
4 roles
Jennifer Coffey Smith Cfp® work experience
A career timeline built from the work history available for this profile.
Team & coworkers
Colleagues at Financial Connections Group, Inc.
Other employees you can reach at financialconnections.com. View company contacts for 10 employees →
BP
Brian Pon, Ea, Cfp®
Colleague at Financial Connections Group, Inc.
Larkspur, California, United States, United States
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JP
John-Paul Pavao
Colleague at Financial Connections Group, Inc.
San Rafael, California, United States, United States
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DB
Danielle Bickel
Colleague at Financial Connections Group, Inc.
San Francisco Bay Area, United States
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Brian Pon, Ea, Cfp®
Colleague at Financial Connections Group, Inc.
Larkspur, California, United States, United States
View →
JP
John-Paul Pavao
Colleague at Financial Connections Group, Inc.
San Rafael, California, United States, United States
View →
DB
Danielle Bickel
Colleague at Financial Connections Group, Inc.
San Francisco Bay Area, United States
View →
3 education records
Jennifer Coffey Smith Cfp® education
Masters, Security Analyis Portfolio Management
International Economics
Bs, Economics
FAQ
Frequently asked questions about Jennifer Coffey Smith Cfp®
Quick answers generated from the profile data available on this page.
What company does Jennifer Coffey Smith Cfp® work for?
Jennifer Coffey Smith Cfp® works for Financial Connections Group, Inc..
What is Jennifer Coffey Smith Cfp®'s role at Financial Connections Group, Inc.?
Jennifer Coffey Smith Cfp® is listed as Director Of Financial Planning at Financial Connections Group, Inc..
What is Jennifer Coffey Smith Cfp®'s email address?
AeroLeads has found 1 work email signal at @financialconnections.com for Jennifer Coffey Smith Cfp® at Financial Connections Group, Inc..
Where is Jennifer Coffey Smith Cfp® based?
Jennifer Coffey Smith Cfp® is based in San Francisco, California, United States while working with Financial Connections Group, Inc..
What companies has Jennifer Coffey Smith Cfp® worked for?
Jennifer Coffey Smith Cfp® has worked for Financial Connections Group, Inc., Nestwise, and Vanguard.
Who are Jennifer Coffey Smith Cfp®'s colleagues at Financial Connections Group, Inc.?
Jennifer Coffey Smith Cfp®'s colleagues at Financial Connections Group, Inc. include Brian Pon, Ea, Cfp®, John-Paul Pavao, and Danielle Bickel.
How can I contact Jennifer Coffey Smith Cfp®?
You can use AeroLeads to view verified contact signals for Jennifer Coffey Smith Cfp® at Financial Connections Group, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jennifer Coffey Smith Cfp® attend?
Jennifer Coffey Smith Cfp® holds Masters, Security Analyis Portfolio Management from Creighton University.
What skills is Jennifer Coffey Smith Cfp® known for?
Jennifer Coffey Smith Cfp® is listed with skills including Retirement Planning, Financial Planners, Series 63, Security Analysis, Business Development, Investments, Series 7, and Asset Allocation.
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