Jennipher Lommen, CFP® Wildflower Financial
- Virtual, Santa Cruz, CA 65060
- (831) 854-7291
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.
Dancing as a ballerina for so many years I was deeply passionate about the art and practice. Somehow, that passion transferred into how I approached learning in school, parenting, marriage and my career as a financial planner and business owner.
Equity compensation comes in multiple forms, each with its own rules, tax implications and strategies for maximizing the upsides and minimizing the downsides. Whether you work for a pre IPO startup or an established public company, a grant of stock compensation requires some careful planning and attention to detail.
Just like making dinner for a hungry family, planning for your financial future requires flexibility and creativity. Begin with where you are and what you have. Map out where you want to go. Design plans A, B and C to help you get there with grace as you find some ingredients missing from time to time. Who knows, those last minute substitutions could be the makings of a wonderful new recipe.
- Financial Coaching
- Gen X
- Offers Free Assistance to Furloughed Government Workers
- Women's Finance
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Monthly Fee: $50+
- Plan Fee: $400+
- Hourly Fee: $200/hr