Jeneen is dedicated to providing sound advice, effective implementation, and personalized financial planning services to individuals and families. She focuses in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, estate and divorce matters. Jeneen is motivated by making a difference in her clients’ lives and enjoys cultivating long-term, meaningful relationships.
For over 15 years, Jeneen has been using her comprehensive knowledge of the financial planning process to help her clients make informed decisions for themselves, their businesses, and their families. She is passionate about combining her knowledge of the process with a strong sense of empathy to help clients through all of life’s transitions.
Jeneen also has specialized training in data analysis and issues of divorce. She works closely with her clients and their legal counsel to deliver professional and discrete analysis of the short and long-term financial impact of the proposed divorce settlements. Post-divorce, Jeneen understands that all of the fundamental components of a sound financial plan should be completed under the guidance of an advisor who is very familiar with the needs and issues of recent divorcées. In 2017, Jeneen launched Second Saturday East Bay, a monthly workshop dedicated to educating members of the community on divorce financial topics.
Jeneen holds a bachelor’s degree with a concentration in Finance, the Certified Financial Planner® professional and Certified Divorce Financial Analyst® certifications, and is an active member of The Institute for Divorce Financial Analysts (IDFA™) and The Financial Planning Association (FPA®).
Jeneen was raised in Dubai until 1998 when her family moved to California. She lives with her husband Eric, their four kids and two Yorkies, proudly calling San Ramon home. They spend their weekends cooking, hiking, and cheering on their kids’ sports teams. Jeneen and Eric are also world travelers, always searching for the next best place for a scuba diving adventure!
Jeneen holds her CA Insurance Lic.0F54862, Series 7, 66 securities registrations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with any of the companies mentioned.