Jennifer Weir, Cfp® Email & Phone Number

I like to help people put the puzzles of their life together. We all have real-life goals we are trying to achieve such as planning for retirement, saving for education, living the lifestyle we love, charitable giving, and planning for the next generation. We can help you connect all the pieces into a bigger picture. As investment counsel, we adhere rigorously to a fiduciary standard and are known nationally for our expertise on fiduciary issues. Everything we do is driven by the best interests of our clients. Our clients include individual investors, retirement plan sponsors, and institutional investors such as trusts, foundations, endowments and corporate accounts. We partner with clients in several broad areas, such as retirement planning, portfolio design, risk management, and monitoring and supervision. Consistent with our adherence to legal standards for prudent investment, our investment philosophy derives from academic discoveries in financial economics. As a seasoned financial professional, my passion is developing lasting relationships with individuals. We work to create a prudent strategy to fit the diverse needs and objectives of clients to increase the probability of more successful investment outcomes. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.Outside of the office, I love food, music and culture. In my spare time, I enjoy playing with our three kids and being active outdoors, which includes hiking, skiing and stand-up paddle boarding in Tahoe.If I can be of help to you, feel free to reach out to me at:415-354-3706jennifer@schultzcollins.com http://schultzcollins.com/

Listed skills include Investments, Investment Management, Portfolio Management, Equities, and 20 others.