Jennifer Broemeling

Jennifer is a seasoned financial advisor with a wealth of experience working with high-net-worth individuals and estates. Her expertise spans comprehensive financial planning, advanced tax-saving insurance strategies, estate and retirement planning, investment management, and cash flow budgeting. After a successful 15-year career in Beverly Hills under corporate banking, Jennifer pursued her passion for creating a client-focused business centered on service and strong relationships, rather than sales driven goals. Her approach blends financial acumen with a deep commitment to mental and spiritual well-being. Jennifer works closely with clients to cultivate a harmonious, organized relationship with their money, promoting peace of mind and abundance. She believes in simplicity, transparency, and education in investing, guiding clients to make informed, confident decisions. 

Outside of her work, Jennifer is a devoted mother to two daughters, Jolie (15) and Eden (3), and enjoys meditation, yoga, time spent in nature, and exploring spiritual growth