Jennipher Lommen (BA, CFP®, EA)

Jennipher Lommen focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

After raising and home schooling my three wonderful children, I have a keen understanding of the financial needs of busy gowing families who care about their own security as well as the health and strength of their communities and beyond. I take time to fully understand the needs, goals and values of each client and incorporate efficient portolio design, risk management, tax planning, conscious cash flow monitoring education, retirement and estate planning guidance into my ongoing planning practice.

As the daughter of a divorced mother of two, I also understand the unique challenges faced by single parents as well as women who must work doubly hard in order to provide for their own financial futures.

Living and working in the Silicon Valley area, I have gained experience with a variety of challenging tax and compensation issues. 

Additional Information

Jennipher Lommen, CFP® lives and works in Santa Cruz, California on the edge of a redwood forest with her lively household of husband, children, pets and wildlife.  

NAPFA Start Date

September 11, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

120 Church St Santa Cruz, CA 95060-3905 Phone: (831) 854-7291