Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Regan is a Certified Financial Planner® who has been providing financial advice for over 13 years. Jennifer is currently registered with North Berkeley Wealth Management, LLC and has been associated with the firm since October 2019. Prior to joining North Berkeley Wealth Management, LLC, Jennifer worked at Bell Investment Advisors and Asti Financial Management. Jennifer has a strong background in financial planning and portfolio management, and is committed to providing her clients with personalized and comprehensive financial advice. Jennifer specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
10/31/2019 - Present
North Berkeley Wealth Management, LLC (Olympia WA)
Active
Inactive
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