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Jennifer Strymecki, Cfp® Email & Phone Number

Senior Financial Advisor and Planner at Transition Financial Advisors Group
Location: Montvale, New Jersey, United States 8 work roles 4 schools
1 work email found @cardinalpointwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@cardinalpointwealth.com
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Current company
Transition Financial Advisors Group
Role
Senior Financial Advisor and Planner
Location
Montvale, New Jersey, United States
Company size
25 employees

Who is Jennifer Strymecki, Cfp®? Overview

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Quick answer

Jennifer Strymecki, Cfp® is listed as Senior Financial Advisor and Planner at Transition Financial Advisors Group, a company with 25 employees, based in Montvale, New Jersey, United States. AeroLeads shows a work email signal at cardinalpointwealth.com and a matched LinkedIn profile for Jennifer Strymecki, Cfp®.

Jennifer Strymecki, Cfp® previously worked as Private Wealth Manager, Onboarding and Integration Manager at Cardinal Point Capital Management, Ulc and Client Servicing Contractor | Edward Jones at Ey. Jennifer Strymecki, Cfp® holds Uniform Investment Advisor Law Exam (Series 65) from Kaplan Professional.

Company email context

Email format at Transition Financial Advisors Group

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{first}@cardinalpointwealth.com
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AeroLeads found 1 current-domain work email signal for Jennifer Strymecki, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jennifer Strymecki, Cfp®

In my over 25 years in the financial services field I have assisted individuals, families and business owners with their unique financial needs. My aim is to assist clients to make educated decisions in order to achieve their goals. To that end I am committed to the financial success of the clients I work with through personalized service, attention to detail and sophisticated planning strategies.

Listed skills include Estate Planning, Investments, Wealth Management, Holistic Financial Planning, and 31 others.

Current workplace

Jennifer Strymecki, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Transition Financial Advisors Group
Transition Financial Advisors Group
Senior Financial Advisor and Planner
Montvale, NJ, US
Website
cardinalpointwealth.com
Employees
25
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Company profile
View company profile Email format
8 roles · 11 years

Jennifer Strymecki, Cfp® work experience

A career timeline built from the work history available for this profile.

Client Servicing Contractor | Edward Jones

Ey

Provided cost basis and tax information support and training for Investment Advisory teams.

Jan 2023 - Mar 2023

Director, Financial Planning And Client Service

Cardinal Point Wealth Management & Cardinal Point Capital Management

Montvale, NJ

Cardinal Point is an independent Canada-U.S. cross-border wealth management firm focused on providing personalized investment, tax, financial and estate planning services to select individuals and families. We specialize in working with Canadian and U.S. residents, Canadian and American expatriates, and those immigrating to Canada and the U.S. from abroad..

Aug 2014 - May 2022

Member, Editorial Advisory Board

Journal Of Financial Planning
2015 - 2017 ~2 yrs

Wealth Planning Specialist

Gavin Management Group

Toronto, ON

Develop long term financial strategies for clients through comprehensive financial plansCoordination and analysis of life, living benefit, and general insurance needs.Cash flow management activities, including budgeting and implementation of banking and credit facilities.Responsible for consulting with clients on various tax and/or estate issues. Duties.

Jun 2013 - Jul 2014

Financial Planning Advisor

Assante Wealth Management

Toronto, ON

  • Assessed clients’ assets, tax status, insurance coverage, liabilities, and cash flow
  • Planned, prepared and presented various plans, proposals and financial reports
  • Responsible for generating methods and procedures for analyzing financial data
  • Assisted clients by providing advice and solutions regarding investments and financial health
  • Prepared communications and client facing materials
  • Developed and supported sales of different investments, products and services
Jan 2001 - Apr 2013

Executive Assistant

Assante Wealth Management

Toronto

  • Entered orders for mutual funds, equity and fixed income trades
  • Reviewed order entry and other daily account reports for accuracy
  • Set up and maintained filing and data management systems
  • Developed procedures for increasing team productivity and sales
  • Drafted and edited client and public letters, newsletters, articles and communications
  • Scheduled meetings for team
Aug 1997 - Mar 2013
Team & coworkers

Colleagues at Transition Financial Advisors Group

Other employees you can reach at cardinalpointwealth.com. View company contacts for 25 employees →

TR Terry Ritchie Terry Ritchie Colleague at Transition Financial Advisors GroupCalgary, Alberta, Canada, Canada View → LG Lauren Gorai Lauren Gorai Colleague at Transition Financial Advisors GroupCalgary, Alberta, Canada, Canada View → GD Garth D. Mcintosh Garth D. Mcintosh Colleague at Transition Financial Advisors GroupCalgary, Alberta, Canada, Canada View → DM David Miller Cfp®, R.F.P., Cim® David Miller Cfp®, R.F.P., Cim® Colleague at Transition Financial Advisors GroupCalgary, Alberta, Canada, Canada View → GH Gordon Hansford Gordon Hansford Colleague at Transition Financial Advisors GroupLondon, Ontario, Canada, Canada View → MB Matthew Bacchiochi, Cfa, Cfp, Tep Matthew Bacchiochi, Cfa, Cfp, Tep Colleague at Transition Financial Advisors GroupToronto, Ontario, Canada, Canada View → ST Spencer Tilley, Cfp, R.F.P., Cfa Spencer Tilley, Cfp, R.F.P., Cfa Colleague at Transition Financial Advisors GroupCalgary, Alberta, Canada, Canada View → CG Curtis Glencross Curtis Glencross Colleague at Transition Financial Advisors GroupCalgary, Alberta, Canada, Canada View → KR Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep Kris Rossignoli, Cpa, Ca (Canada), Cpa (U.S., Il), Cfp® (Canada), Cfp® (U.S.), Tep Colleague at Transition Financial Advisors GroupNew York, New York, United States, United States View → MC Maisha Chowdhury Maisha Chowdhury Colleague at Transition Financial Advisors GroupCanada, Canada View →
4 education records

Jennifer Strymecki, Cfp® education

Education record

Canadian Securities Institute

Education record

Canadian Securities Institute

Advanced High School Diploma

St. Paul Regional High School
FAQ

Frequently asked questions about Jennifer Strymecki, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jennifer Strymecki, Cfp® work for?

Jennifer Strymecki, Cfp® works for Transition Financial Advisors Group.

What is Jennifer Strymecki, Cfp®'s role at Transition Financial Advisors Group?

Jennifer Strymecki, Cfp® is listed as Senior Financial Advisor and Planner at Transition Financial Advisors Group.

What is Jennifer Strymecki, Cfp®'s email address?

AeroLeads has found 1 work email signal at @cardinalpointwealth.com for Jennifer Strymecki, Cfp® at Transition Financial Advisors Group.

Where is Jennifer Strymecki, Cfp® based?

Jennifer Strymecki, Cfp® is based in Montvale, New Jersey, United States while working with Transition Financial Advisors Group.

What companies has Jennifer Strymecki, Cfp® worked for?

Jennifer Strymecki, Cfp® has worked for Transition Financial Advisors Group, Cardinal Point Capital Management, Ulc, Ey, Cardinal Point Wealth Management & Cardinal Point Capital Management, and Journal Of Financial Planning.

Who are Jennifer Strymecki, Cfp®'s colleagues at Transition Financial Advisors Group?

Jennifer Strymecki, Cfp®'s colleagues at Transition Financial Advisors Group include Terry Ritchie, Lauren Gorai, Garth D. Mcintosh, David Miller Cfp®, R.F.P., Cim®, and Gordon Hansford.

How can I contact Jennifer Strymecki, Cfp®?

You can use AeroLeads to view verified contact signals for Jennifer Strymecki, Cfp® at Transition Financial Advisors Group, including work email, phone, and LinkedIn data when available.

What schools did Jennifer Strymecki, Cfp® attend?

Jennifer Strymecki, Cfp® holds Uniform Investment Advisor Law Exam (Series 65) from Kaplan Professional.

What skills is Jennifer Strymecki, Cfp® known for?

Jennifer Strymecki, Cfp® is listed with skills including Estate Planning, Investments, Wealth Management, Holistic Financial Planning, Mutual Funds, Financial Services, Personal Finance, and Portfolio Management.

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