Jennifer Palmer joined IFCA in 2016. After receiving her bachelor’s degree in applied mathematics at Kansas State University, she joined the firm as a financial consultant, leveraging her background in mathematical theory, statistics and actuarial studies before being promoted to chief account manager.
Jennifer has extensive knowledge gathering and analyzing investment planning data, preparing preliminary wealth management plans consistent with client goals and risk tolerance, and executing portfolio transactions. She is a ,Certified Financial Planner, Certified Divorce Financial Analyst, holds a Series 7 registration with LPL Financial and a Series 66 registration with LPL Financial and Stratos Wealth Partners, as well as a California (life and health) Insurance license.
As Chief Account Manager, Jennifer oversees all firm operations to ensure maximum efficiencies, processes and portfolio management.[email protected]