Jennifer loves making a difference in peoples’ lives, and believes that her client's life issues should be placed before financial issues. Like all of us at Rood Financial, LLC, she feels that if you understand what is most important to a person, this will enable you to better understand their financial needs, concerns, opportunities and goals. She enjoys creating financial plans, offering financial guidance and values building long term relationships with her clients.
Before joining Rood Financial, LLC in 2009, Jennifer worked at Charles Schwab & Co., Inc. and Merrill Lynch. She is a CERTIFIED FINANCIAL PLANNER™, holds her Series 7, 63 and 65 securities registrations and is a licensed California life, disability and health insurance agent.
Jennifer lives in Westwood and enjoys an active and healthy lifestyle. She enjoys working out at the gym, jogging around her neighborhood, yoga and discovering new music. She also loves to cook and experiment with new healthy plant-based recipes, and traveling to experience culture, food, art and history.