About Our Financial Advisor
Hey there! I am Jennifer and I am not only a fiduciary and financial planner but a mom of two young adult children, and wife to an artist (Ronaldo). I am proud to say that I am the first woman to open an independent registered advisory business on the west side of Maui. I love learning and being creative. I consider myself a lifetime student, and am passionate about helping clients envision, plan for, and create their desired lives.
I hold a Bachelor’s in Accountancy from New Mexico State University and in 2020 received my Certified Financial Planner (CFP®) license. I have a decade of financial planning experience and believe our best work is done when we start with gratitude and leave space for the universe to do it’s magic,
Define Fiduciary
What is a fiduciary? A fiduciary is essentially the opposite of a narcissist. A fiduciary acts on behalf of those they serve, putting their client interests ahead of their own.
Read our blog post “Fiduciary Apple Pie” for more!
Hobbies and Free Time
I love to get in the ocean! It gets my frequency lined up with the universe! When I’m in the ocean I like to go kiting, surfing, or just take a swim.
My puppy Miley is one of my best meditation teachers. She enjoys laying in the grass under the palm trees.
My most recent hobby is making financial oracle cards. If you sign up for my blog/newsletter I will be announcing them there once completed!
Aloha!