About Jennipher Lommen, CFP®
As a Certified Financial Planner (TM), I take time to listen deeply to my clients as they express their concerns, hopes and values. I work collaboratively with my clients to develop a plan that fits their unique goals. My aim is to always provide the highest quality financial planning, investment advice and tax preparation services to each client who chooses to engage with me on the financial planning journey.
I earned a Bachelor’s of Arts in Women’s Studies from the University of California, Santa Cruz in 1993. This interdisciplinary and research intensive major has served me well as a financial planner. 1993 is also the year I had the first of my three amazing children. Motherhood blessed me with the opportunity to witness and help shape the unfolding of three very unique individuals. As my children became more independent, I turned my focus to formal training in the field of financial planning.
I currently live and work on the edge of a redwood forest with a lively household of husband, kids, pets, wildlife and an untamable garden.
Whether you are a student looking to apply for financial aid, an employee needing to update your benefits at work, a retiree wanting to switch your Medicare plan, or anyone needing to enroll in health insurance coverage through the Marketplace exchange, now is the time to gather your documents and your wits and tackle the task!
Learning to resist the urge to over-spend can feel like entering the counter-culture. But that might be just the mind-set needed if we want to reach our important financial goals like buying a house, sending kids to college or retiring someday.
Gardening and financial planning have a few things in common. In developing a financial plan, it is important to lay the groundwork, build a strong foundation, tend it along the way and try not to skip any steps. Also like gardening, if mistakes are made, or things get neglected, there are ways to bring things around.
- Financial Education
- Financial Wellness
- Generation X
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Monthly Fee: $50+
- Plan Fee: $400+
- Hourly Fee: $200/hr