Jenna-Rose Finnie

Milestone Financial Planning, LLC

Financial Advisor

Contact Me

Jenna-Rose Finnie

Milestone Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jenna-Rose Finnie

Contact Me

603-589-8010

Website

Fee-Only financial planner located in Bedford, NH, serving clients locally and across the country

Meet Jenna-Rose Finnie

Jenna-Rose Finnie joined Milestone Financial Planning, LLC, in 2017 as a client service representative, and in 2021 moved to her current role of planning associate to help clients with their financial planning needs. Jenna-Rose earned a bachelor’s degree in finance with a concentration in financial planning from Southern New Hampshire University in May of 2021 with summa cum laude honors. She is currently studying for the Certified Financial Planner™ exam, which she plans to take in 2021.  

Jenna-Rose grew up in Belmont, New Hampshire, near Lake Winnisquam, and she currently resides in Nashua. Outside of the office, Jenna-Rose is involved with fundraising activities for Liberty in North Korea; Amirah, Inc.; and the Innocence Project. She enjoys the outdoors during all seasons by hiking, kayaking, cross-country skiing, ice skating, and more. 

Jenna-Rose Finnie is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jenna-Rose Finnie is a NAPFA Associate Member

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jenna-Rose Finnie

603-589-8010

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Office Locations:

  • 3 Executive Park Dr
    Suite 200
    Bedford, NH 03110

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