Jennifer’s passion for financial planning was born from a personal family situation. When her father was ill, he needed daily care but had little financial resources to fund. His loss motivated her to learn all she could to protect her family’s future.
Background
Jennifer left a successful high-tech sales and marketing career in 2007 to pursue her dream of becoming a personal financial advisor. She chose Raymond James for the extensive resources and the firm’s unwavering commitment to a client-first culture—completely in line with her values.
Jennifer works with individuals and families with current and upcoming complex life transitions—such as retirement, inheritance, job change, and divorce. Jennifer uses her deep industry experience and financial insight to assist her clients as they work toward their goals, make intelligent decisions about their money, and feel empowered over their finances. She works side by side with the individuals and families she serves, designing actionable steps to help them clarify their objectives and then set a course to achieve them.
Certified Financial Planner™
As a CERTIFIED FINANCIAL PLANNER™ professional, Jennifer has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers, and the recognized standard of excellence in personal financial planning. As a Certified Divorce Financial Analyst® (CDFA®), Jennifer specializes in divorce-related financial issues.
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Jennifer has taught financial planning workshops at prominent companies in the Bay Area on topics such as retirement planning, investment strategies, Social Security, healthcare in retirement, estate planning, college funding, women’s finances, and financial planning for the LGBTQ community.
Education
Jennifer earned her bachelor’s degree from San Francisco State University and her master’s degree from Golden Gate University. She is a member of the Institute of Divorce Financial Analysts and the East Bay Estate Planning Council and is a board member of Collaborative Divorce California.
Family
Originally from the Bay Area, Jennifer makes her home in Walnut Creek, CA, with her husband, David, and their teenage daughter. When she’s not in the office, Jennifer enjoys adventure travel, hiking with her dog, and visiting her daughter at the University of Oregon.
Additional Insight & Affiliations
Jennifer Napper, CFP®, CDFA®, is Vice President of Investments with Napper Wealth Planning of Raymond James at 2999 Oak Rd., Suite 1030 Walnut Creek, CA 94597.
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 & Associates, Inc., member of the New York Stock Exchange/SIPC
Any opinions are those of Jennifer Napper and not those of the TheMillionaireInsider® or Raymond James.
