Broker Check
Jennifer Akhlaghi, CFP®

Jennifer Akhlaghi, CFP®

Wealth Advisor

Jennifer Akhlaghi is a Certified Financial Planner™ who partners with her clients' to help them plan for their financial future. She specializes in providing comprehensive financial planning and guidance to individuals, families, and business owners. As a fiduciary, Jennifer is committed to putting her clients’ best interests first, ensuring they receive objective and unbiased advice that is designed to fit their unique needs and life goals.

Jennifer’s knowledge and experience spans across a wide range of financial areas, including comprehensive retirement planning, investment/portfolio management, tax optimization, risk management, estate planning, and college/education funding. She takes a holistic approach to financial planning, understanding how different financial factors are interconnected and how they affect her clients' overall financial health.

Jennifer is passionate about working with women to make confident and smart decisions with their money. She especially finds value in helping her clients' simplify major life events and transitions. Whether receiving an inheritance, getting a big promotion, navigating a divorce, or dealing with the passing of a spouse or loved one, Jennifer provides empathy, financial education, and guidance that is tailored to her clients' needs. Her goal is to help make these pivotal or challenging times easier for her clients' so they can feel in control of their finances. She finds this work very rewarding.

Jennifer is a strong advocate of evidence-based investing and financial planning. She uses investment strategies that are supported by research and data, rather than speculation or market timing. She stays informed of the latest industry research and applies evidence-based methods to help her clients' develop comprehensive financial plans and build investment portfolios that are designed to withstand market fluctuations and maximize returns over the long term.

As a Certified Financial Planner™ (CFP®), Jennifer adheres to the highest fiduciary standards. She is both knowledgeable and caring, and makes sure her clients' feel at ease and supported every step of the way.

In her personal life, Jennifer loves to travel and explore the world with her boyfriend Sacha. She enjoys living a healthy lifestyle, hiking, Pilates, yoga, and the gym. Checking out the newest restaurants in town, and loves music, fashion, beauty and believes in the lifelong journey of growing, experiencing, learning, and adventure!!!

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.