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.