Jennifer Bush (CFP®)

Planning Specialties

Hello! This is Jennifer Bush..

My role is an independent, trusted financial advisor, coach, and mentor.

I have over 15 years working in the financial services industry. I worked 13 years for a wealth management firm helping to develop, create, and implement financial planning strategies for clients. Before that, I consulted and educated SF bay area companies and employees on their 401(k)s and employee benefit programs.

I have always been great with numbers and finances. Budgeting, paying off debt and balancing my checkbook came naturally. I loved being the “banker” when playing Monopoly so I thought I would be the perfect accountant. I soon became bored with working in corporate finance and missed the interaction with people. I went back to school to study personal finance and became a Certified Financial Planner in 2009.

I became a single mom in 2010 and that was one of the most difficult times of my life. I survived by being resourceful and smart about my money. By working hard, spending wisely, and being a diligent saver, I was recently able to buy and move into my own condo.

I have a passion for bringing clarity and simplification to complex financial situations. I love coaching clients towards financial wellness and welcome the opportunity to dig deep to resolve issues. I have a special interest in helping empower women (especially those recently widowed or divorced, and single moms) to re-group and thrive after these difficult life transitions.

When not working, I enjoy nature walks, learning about health and nutrition, painting, sewing, collecting houseplants, and spending time with my daughter.