Jennifer provides general operational support for Pure Financial Advisors and is currently a Notary Public. She interfaces with our clients’ custodians for account maintenance, processing transfers, and preparing forms. She is also responsible for scanning and filing all documents in a timely manner. Prior to joining the Pure team, Jennifer worked for a University as an advisor and has been in the finance industry for many years as well.
Jennifer is currently in school and will be graduating with her Bachelors of Arts in Finance in 2019. She will continue to aid the operations team as she works towards taking the CFP® exam. Jennifer has lived in San Diego her whole life and loves spending time with her family and friends.