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Heffernan Retirement Services - Because You're Different - San Francisco, CA

 

800-437-0045

Jennifer Owen, CFP® RICP®

Jennifer Owen, CFP® RICP®

Vice President, Financial Advisor

Jennifer is a Financial Advisor and Vice President for Heffernan Financial Services. She has extensive experience in financial services, having joined the industry in 2006. Jennifer consults with clients and their legal and tax advisors on developing a comprehensive financial plan involving budgeting, college savings, tax planning, retirement income planning, investment management, insurance, and trust and estate planning.


Jennifer also consults with business owners and HR professionals on implementing financial wellness programs into their overall benefits package. By implementing these programs, employers can seek to reduce healthcare costs; reduce delayed retirement costs; and increase employee recruitment, retention, and engagement.


Prior to joining Heffernan, Jennifer worked at MetLife in sales, training, and advanced planning. Later, she worked at BNY Mellon Wealth Management, specializing in the investment and planning needs of high net worth clients.


Jennifer graduated cum laude from the University of Arizona’s Eller College of Management with a Bachelor of Science in finance. She is a Certified Financial Planner™ and Retirement Income Certified Professional®.


Jennifer resides in San Juan Capistrano, California with her husband, daughter, son, and two boxer dogs.