BIOGRAPHY

Since 2017, Jennifer has committed her career to the financial industry, starting at TD Ameritrade as a Customer Service Professional and later advancing into a leadership role within a national service team at Charles Schwab. She has previously held several FINRA series licenses, including the 7, SIE, 63, and 24, which have equipped her with a solid foundation in financial regulations and a commitment to client service excellence. Jennifer holds a Bachelor of Science in Chemical Engineering from the University of California, Davis, and her engineering background has profoundly shaped her professional approach, driving her passion for innovation and continuous improvement. She leverages analytical thinking and problem-solving skills to optimize processes and enhance client experiences.

In her current role as Client Services Manager at Pure Financial Advisors, Jennifer oversees the client services department, ensuring compliance with company policies and best practices. She leads a team dedicated to delivering exceptional client support, manages escalated client inquiries, and develops training programs to enhance team performance. Additionally, Jennifer analyzes client feedback to identify areas for improvement, implements process enhancements, and collaborates cross-functionally to optimize client interactions. Her goal is to make a genuine impact in every interaction, working with purpose to foster client satisfaction and trust.

Beyond her professional pursuits, Jennifer enjoys the stunning beaches and captivating mountains of her hometown, San Diego. Her competitive mindset drives her to embrace challenges, particularly in fitness, where she builds on her college experiences in water polo and rugby. Currently, she enjoys tennis, yoga, and weightlifting. On weekends, Jennifer often visits Arizona, where her two Rhodesian Ridgebacks love to swim in the Colorado River and hike through the desert canyons. She also has a passion for exploring new restaurants and savoring great food.

Jennifer is committed to excellence in her career and personal life, constantly seeking ways to grow and improve. This dedication drives her to embrace new challenges, learn from diverse experiences, and cultivate meaningful relationships. She believes that a proactive approach to self-improvement not only enhances her own skills but also positively impacts those around her.