Patricia Jennerjohn, CFP®, MBA Focused Finances LLC

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About Patricia Jennerjohn, CFP®, MBA

Pat opened her doors in 1994

Patricia Jennerjohn launched Focused Finances, a sole proprietorship, in 1994. She transitioned to Focused Finances, LLC, in 2004. Her objective then and now is to help individuals and couples with their financial planning and investment needs. Pat’s advice and insight have been featured in the San Francisco Chronicle, the Oakland Tribune, the Huffington Post, and the Wall Street Journal, among others. She is also a regular contributor at Nerd Wallet and for the quarterly “Jump Start” financial chats sponsored by NAPFA and Kiplinger magazine.

Pat is a member of the National Association of Personal Financial Advisors (NAPFA), which is the professional association for fee-only financial planners. She is a Certified Financial Planner™ and holds an MBA in Finance from California State University, Hayward.

Pat is an avid musician, specializing in choral singing. She performs with the San Francisco Bay Area Chamber Choir, the California Bach Society, Schola SF, and any other group she can find time for. For Pat, music is an important touchstone; it’s one of the ways she keeps her life in balance.

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Ideal Clients

  • Holistic Financial Planning
  • Mid-Career Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.40%

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