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@feesonly.com
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1 phone found area 650
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LinkedIn matched
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Jennifer Cray, Cfp® is listed as Financial Planner and Investment Manager at Forum Financial Management, LP, a company with 85 employees, based in Menlo Park, California, United States. AeroLeads shows a work email signal at feesonly.com, phone signal with area code 650, and a matched LinkedIn profile for Jennifer Cray, Cfp®.
Jennifer Cray, Cfp® previously worked as Partner at Forum Financial Management, Lp and Partner at Investor'S Capital Mangement, Llc. Jennifer Cray, Cfp® holds Mba, Business Administration from University Of Southern California - Marshall School Of Business.
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AeroLeads found 1 current-domain work email signal for Jennifer Cray, Cfp®. Compare company email patterns before reaching out.
As a partner at Forum Financial Management, LP, I specialize in helping working individuals and families. Most grew up middle class and have worked hard to take care of themselves, their families and their communities. Now they find themselves with money, yet they’re basically the same people they were when they were young, cash was tight, and they slept on futons and ate ramen noodles.Today they’re smart, busy professionals who want to be in control of their financial lives but don’t have the time to keep up with all of the complexities. My mission is to guide my clients through their financial responsibilities while pulling together their finances into an organized plan for the future. And I make sure we’re having fun along the way.Most importantly, I have a fiduciary responsibility to my clients to always put their best interests first.
Listed skills include Mutual Funds, Investments, Asset Allocation, Retirement Planning, and 19 others.
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A career timeline built from the work history available for this profile.
Menlo Park, California, United States
At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With the foundation of this technical knowledge, we can spend more time.
Menlo Park, CA
Fee-only financial planning and investment management
Product manager for active trader products, including Power E*TRADE MarketTrader all-in-one trading platform. Focus on online brokerage customer experience.
Other employees you can reach at forumfin.com. View company contacts for 85 employees →
Howard Kite
Colleague at Forum Financial Management, LpItasca, Illinois, United States, United States
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Luke Adam, Cpa Cfp®
Colleague at Forum Financial Management, LpGreater Chicago Area, United States
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Stefana Szytec
Colleague at Forum Financial Management, LpGreater St. Louis, United States
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Bozena Hudek
Colleague at Forum Financial Management, LpGreater Chicago Area, United States
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EM
Eric Mcginnis, Aif ®
Colleague at Forum Financial Management, LpGig Harbor, Washington, United States, United States
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AH
Alan Hambourger, Cpa, Pfs, Cfp®
Colleague at Forum Financial Management, LpGlenview, Illinois, United States, United States
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A. Andrew (Andy) Marwede
Colleague at Forum Financial Management, LpLake Forest, Illinois, United States, United States
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FH
Faye Hizon Nybo
Colleague at Forum Financial Management, LpElmhurst, Illinois, United States, United States
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RS
Raleigh Smith
Colleague at Forum Financial Management, LpMiami-Fort Lauderdale Area, United States
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MN
Meghan Nolan, Cfp®
Colleague at Forum Financial Management, LpGreater Chicago Area, United States
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Quick answers generated from the profile data available on this page.
Jennifer Cray, Cfp® works for Forum Financial Management, LP.
Jennifer Cray, Cfp® is listed as Financial Planner and Investment Manager at Forum Financial Management, LP.
AeroLeads has found 1 work email signal at @feesonly.com for Jennifer Cray, Cfp® at Forum Financial Management, LP.
AeroLeads has found 1 phone signal(s) with area code 650 for Jennifer Cray, Cfp® at Forum Financial Management, LP.
Jennifer Cray, Cfp® is based in Menlo Park, California, United States while working with Forum Financial Management, LP.
Jennifer Cray, Cfp® has worked for Forum Financial Management, Lp, Investor'S Capital Mangement, Llc, E*Trade Securities, Officeclick.Com, and E-Stamp.
Jennifer Cray, Cfp®'s colleagues at Forum Financial Management, LP include Howard Kite, Luke Adam, Cpa Cfp®, Stefana Szytec, Bozena Hudek, and Eric Mcginnis, Aif ®.
You can use AeroLeads to view verified contact signals for Jennifer Cray, Cfp® at Forum Financial Management, LP, including work email, phone, and LinkedIn data when available.
Jennifer Cray, Cfp® holds Mba, Business Administration from University Of Southern California - Marshall School Of Business.
Jennifer Cray, Cfp® is listed with skills including Mutual Funds, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Personal Financial Planning, Strategic Financial Planning, and Wealth Management.
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