Jennipher Lommen, Cfp®, Ea Email and Phone Number
As a financial planner, I take time to listen deeply to my clients as they express their concerns, hopes and values. I work collaboratively with my clients to develop a plan that fits their unique goals. My aim is to always provide the highest quality financial planning, investment and tax guidance to each client who chooses to engage with me on the financial planning journey.I earned a Bachelor’s of Arts in Women’s Studies from the University of California, Santa Cruz in 1993. This interdisciplinary and research intensive major has served me well as a financial planner. 1993 is also the year I had the first of my three amazing children. Motherhood blessed me with the opportunity to witness and help shape the unfolding of three very unique individuals. As my children became more independent, I turned my focus to formal training in the field of financial planning.I currently live and work on the edge of a redwood forest with a lively household of husband, kids, pets, wildlife and an untamable garden.
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OwnerWildflower Financial Sep 2017 - PresentSanta Cruz, Ca
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FounderWildflower Financial 2017 - PresentSanta Cruz, Ca
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HomemakerThe Lommen-Nelson Family Jun 1993 - PresentSanta Cruz, CaPresently engaged in homemaking. I get paid room, board, love and appreciation.
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Financial AdvisorNatural Bridges Financial Advisors Sep 2014 - Jun 2017Santa Cruz, CaComprehensive financial planning, including client engagement, risk management, portfolio management, new accounts, tax preparation and planning. -
Tax PreparerH&R Block Dec 2013 - Apr 2015Scotts Valley, CaPreparation of Individual Tax Returns. Client advising on tax planning. -
Host And CoordinatorFriday Friends Homeschool Group 2006 - 2010Santa Cruz, CaAs a homeschool parent, I organized, coordinated and hosted a weekly Waldorf-inspired homeschool group. The size of the group ranged from 4 to 7 families with 12 to 24 children participating on any given week. Ages of children ranged from newborn to grade 7, with primary focus on grades K-3.Activities varied widely, but focused primarily on social activities, celebration of festivals, art, music and drama.
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High School AdministratorSanta Cruz Waldorf School Jun 2004 - Jun 2006Santa Cruz, CaAdministration, Budgeting, Human Resources, Board Reporting
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OwnerPassionflower Herb And Perennial Nursery 1994 - 1998Christiansburg, VaGreenhouse operation, retail sales, budgeting, human resources, ordering, marketing, gardening, public speaking.
Frequently Asked Questions about Jennipher Lommen, Cfp®, Ea
What company does Jennipher Lommen, Cfp®, Ea work for?
Jennipher Lommen, Cfp®, Ea works for Wildflower Financial
What is Jennipher Lommen, Cfp®, Ea's role at the current company?
Jennipher Lommen, Cfp®, Ea's current role is CFP® , Enrolled Agent and Founder of Wildflower Financial.
What schools did Jennipher Lommen, Cfp®, Ea attend?
Jennipher Lommen, Cfp®, Ea attended Ucsc, Ucsc Extension Silicon Valley.
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