Jennifer Akhlaghi is a Certified Financial Planner™ professional who specializes in providing comprehensive financial guidance and support to individuals and families. As a fiduciary, Jennifer is committed to putting her clients’ best interests first, ensuring they receive objective and unbiased advice tailored to their unique needs and goals.
Jennifer’s expertise extends across a wide range of financial areas, including retirement planning, investment management, tax optimization, risk management, estate planning, and college funding. She believes in taking a holistic approach to financial planning, recognizing the interconnectedness of various financial aspects and their impact on her clients’ overall financial well-being.
As a strong advocate for evidence-based investing and financial planning, Jennifer believes in utilizing strategies that are backed by thorough research and data, rather than relying on speculation or market timing. By staying informed about the latest industry research and utilizing evidence-based methodologies, Jennifer helps her clients develop comprehensive financial plans and build investment portfolios that can withstand market fluctuations and maximize long-term returns.
Jennifer firmly believes in leveraging technology to enhance the financial planning process. She uses cutting-edge tools and software to provide her clients with efficient and effective solutions. By harnessing technology, she empowers her clients to monitor their progress, make informed decisions, and stay connected with their financial plans effortlessly.
As a Certified Financial Planner™ (CFP®), Jennifer has undergone rigorous training and adheres to the highest fiduciary standards in the industry. She combines her technical expertise with a personable and empathetic approach, ensuring her clients feel comfortable and supported throughout their financial journey.
When not in the office, Jennifer is passionate about traveling and exploring the world with her boyfriend Sacha. She enjoys staying active at the gym, hiking, Pilates, yoga, and living a healthy lifestyle. She loves music, fashion, beauty and believes in the lifelong journey of growing, experiencing, and learning.
EDUCATION
- B.A., Political Science, University of California Los Angeles; UCLA
- Personal Financial Planning Certificate, University of California Irvine; UCI
CERTIFICATES, DESIGNATIONS AND LICENSES
- Certified Financial Planner™ (CFP®)
- California Insurance Producer License # 0F53469
CERTIFIED FINANCIAL PLANNERTM (CFP®)
The CERTIFIED FINANCIAL PLANNER™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree, or license. Every two years, CFP ® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net/default.asp.