Jennifer Coffey Smith


Financial Connections Group, Inc.

Director of Financial Planning

Jennifer Coffey Smith


Financial Connections Group, Inc.

Director of Financial Planning

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennifer Coffey Smith, MSAPM, CFP®

(415) 924-1091

Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.

Jennifer Coffey Smith is a Corte Madera, CA fee-only financial planner. Financial Connections Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jennifer Coffey Smith is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jenny joined the team in 2013. She is a fee-only Certified Financial Planner™ Professional and holds the Masters of Security Analysis and Portfolio Management Designation.

Jenny joins Financial Connections after nine years with The Vanguard Group. Her various positions included Client Relationship Manager, Retirement Advisor, and Investment Consultant for Ultra High Net Worth clients. Jenny was also an employee of Nestwise, a venture offering financial advice for the mass market.

Jenny has a B.S. in Economics from Arizona State University and a M.S from Creighton University. She is active at The Crossroads, an organization that helps homeless youth and young adults just starting out. Jenny is also a volunteer with the Sierra Club.

Jennifer Coffey Smith is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Broad expertise, individual attention.

Our first step is to meet with you and see if we are a good fit for each other. We understand that emotions are involved when discussing money, whether the issue is inheriting, saving or spending. For many, turning to a fiduciary advisor putting your interests first diffuses anxiety. Our professional, yet informal approach creates a comfortable atmosphere for discussing and reviewing what may be sensitive issues about your life and your future.

Every individual or couple has different needs, and it’s important that we understand yours. The process begins by focusing on your goals. What’s your timeframe to accumulate money for retirement? What will you do in retirement? What are your options to receive income in retirement? Are you prepared for these changes? We help you grapple with issues you’ve wondered about – and will probably raise some that you haven’t thought of.

Once we identify your goals, we define the steps that can help you achieve them. Our role is to offer different scenarios to achieve your goals and their ramifications. With this information, we hope it will help you select a roadmap moving you towards your financial goals.

Depending upon your stage in life, your requirements will vary. As a result, you may need a financial plan or assistance with one or several of the following areas.

  • Education Planning
  • Buying a home
  • Selecting employee benefits and 401(k) investment options
  • Risk management (e.g. disability and life insurance)
  • Retirement / Transition Planning
  • Retirement Income and Withdrawal Strategies
  • Retirement Workshop (non-economic issues in retirement)
  • Concierge Service (work with you as your Chief Financial Consultant with ongoing planning, tax planning, Medicare and long-term care planning, estate planning, etc.)
  • Investments
    • Customized portfolio designed to reflect your goals, objectives, time horizon and tax situation
    • FC Digital – fully automated web based offering. Investment model assigned based on responses to risk questions
  • Update existing financial plan
  • Second opinion on your investment portfolio

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


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jennifer Coffey Smith

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 21 Tamal Vista Blvd.
    Suite 105
    Corte Madera, CA 94925
  • 201 Spear Street
    Suite 1100
    San Francisco, CA 94105
  • 2608 Ninth Street
    Suite 302
    Berkeley, CA 94710

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser