Jennifer Coffey Smith
MSAPM, CFP®
Financial Connections Group, Inc.
Director of Financial Planning
Jennifer Coffey Smith
MSAPM, CFP®
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®
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 financial planning, investment management, and subscription services 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 Coffey Smith 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 a volunteer with the Sierra Club and serves as a board member for the Financial Planning Association (FPA) of San Francisco.
Jennifer Coffey Smith 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.
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)
- Subscription 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.
Specialties
- 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
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Jennifer Coffey Smith is a NAPFA-Registered Financial AdvisorThe 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.
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Jennifer Coffey Smith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jennifer Coffey Smith is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jennifer Coffey Smith is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Jennifer Coffey Smith
Office Locations:
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201 Spear Street
Suite 1100
San Francisco, CA 94105 -
2608 Ninth Street
Suite 302
Berkeley, CA 94710 -
21 Tamal Vista Blvd.
Suite 105
Corte Madera, CA 94925
