Jennifer  Coffey Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Jennifer Coffey Smith, CFP®

Financial Connections Group, Inc.

21 Tamal Vista Blvd, Suite 105
Corte Madera, CA 94925

Financial Connections Group, Inc.

201 Spear Street, Suite 1100
San Francisco, CA 94105

Financial Connections Group, Inc.

2608 Ninth Street, Suite 302
Berkeley, CA 94710
FINANCIAL ADVISOR'S WEBSITE
(415) 924-1091

General

Jennifer Coffey Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Connections Group, Inc. in Corte Madera, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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