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Jeanne is CFP® and a CPFA with Strategic Retirement Partners. Over the past decade she has built a successful practice serving as an investment advisor representative and financial consultant for families and businesses.
Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. As an Ambassador to the CFP® Board, she has served as a resource for numerous national publications including Forbes Magazine, Time Magazine, USA Today, CNBC News, and US News. She has been interviewed on NPR’s “Here and Now”, “Women Rocking Wall Street”, “Doughroller”, and New York-based WebTV, AssetTV. She is a regular contributor of content to 401(k) Specialist Magazine and HR Professional’s Magazine.
Jeanne is recognized by industry leaders and colleagues for the original content published on social media. Topics range from personal finance tips to employer-sponsored plans and practice management advice for finance professionals. Using the hashtags #401klady and #cfppro, you can find her on LinkedIn, Facebook, Twitter and her YouTube page “Financial Jeanne”. Her utilization of social media promotes education for clients and helps attract and retain prospects.
Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age.
Scrubs would qualify as 'business casual'.
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