Jennipher Lommen, CFP®, EA Wildflower Financial
- Virtual, Santa Cruz, CA 65060
- (831) 854-7291
About Jennipher Lommen, CFP®, EA
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.
Finding ways to remain calm and focused when chaos abounds is a challenge. I practice every day with varying degrees of success. What I have found is that the practice itself provides comfort. It is something to anchor me as I tread carefully in this uncertain world.
Taking time to reflect on the year helps me to see through the haze of current events and crises of the moment.
I am a planner by nature. Once the immediate shock of an unfolding disaster became clear, I needed to do some real-time planning and preparing. It was in this moment that I realized my plan was not as tight as it should be. As the coming days and weeks unfold, my community will be facing loss, grief, coming together and rebuilding. I hope that as we do this difficult work, we will all take steps to ensure we stay safe, care for each other and get ourselves as prepared as we can for the next challenge.
- Family Financial Planning
- Pro Bono
- Technology Professionals
- Women's Finance
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
Monthly Fee: $150/mo
- Hourly Fee: $450/hr