Monica Jennings (CFP®, MBA)

Monica Jennings focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Jennings Financial Planning, Inc. (JFP) offers financial advisory services to those seeking a collaborative partner for their financial journey, a partner who can help navigate and make course corrections over the years toward their desired destination.
401(k) and other retirement plan solutions for small- to medium-sized businesses are another key JFP offering. Starting with the goals you have in mind for your retirement plan, JFP will be your guide through plan design, coordination with vetted service partners, and fulfillment of your fiduciary responsibilities including selection of prudent investment options.

Additional Information

As a member of Buckingham Strategic Partners, our ability to collaborate with you in designing and implementing customized solutions is enhanced by the support of an expansive team of professionals with a wide-ranging depth of knowledge and experience.

NAPFA Start Date

July 18, 2005

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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

615 Piikoi St Ste 1507 Honolulu, HI 96814-3142 Phone: (808) 792-0088 Fax: (808) 792-0087