Jennifer Rupp (CFP®)

Jennifer Rupp focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Jen first listens to your story - your passions and values, your experience, your hobbies, your goals and needs. After getting to know you, Jen incorporates this information into your comprehensive plan to help you achieve those goals with clear, concise and actionable steps with an investment portfolio tailored to your investment habits, time frame, and current situation. Your plan will answer your questions and provide recommendations on your retirement plans and accounts, insurance policies and needs, estate plan, taxes, education savings, cash flow, and debt paydown.

Additional Information

Jen Rupp is a Financial Advisor with Hendershott Wealth Management, a leading financial advisory firm for women. As a fiduciary financial advisor, her passion is empowering clients with the tools and resources they need to build, grow, and protect their wealth.  She has coached clients across the country on how to save for their financial goals, where to save for those goals, how to invest for them, and then how to use the money to fund their financial goals.

While still in high school, Jen knew she wanted to become a financial advisor. Seeing people around her struggling with saving and planning for their future, she knew that was a problem she wanted to help others solve. With a practical mindset around money, she had the foundation to teach and guide.

She was the first to female to graduate from Bethel College with a degree in Economics and Finance and a minor in Accounting. And after 12 years working for an independent wealth management firm in Indiana, she joined Hendershott Wealth Management in 2017 to greater focus on collaborative coaching and financial planning with clients and the HWM team.

NAPFA Start Date

July 15, 2019


This Office

2025 Gateway Place, Suite 405 San Jose, CA 95110 Phone: (877) 569-5508