Jennifer Dazols
CFP®
Modern Family Finance
Founder | Financial Advisor
Jennifer Dazols
CFP®
Modern Family Finance
Founder | Financial Advisor
I’m a financial planner and former Silicon Valley professional on a mission to transform the way we think about money and work. I help women and LGBT households create the financial freedom to live and work on your own terms. - Jennifer Dazols, CFP®
Fee-Only financial planner located in Oakland, CA, serving clients throughout the San Francisco Bay Area and across the world.
Jennifer Dazols is a San Francisco / Oakland, CA fee-only financial planner. Modern Family Finance provides comprehensive and objective financial planning to help women, LGBT households, and other modern families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jennifer Dazols is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jennifer Dazols specializes in working with Women and LGBTQ professionals who want to forge their own path in work and life. As a fee-only financial advisor and fiduciary, her role is to help you figure out how to grow, tax-optimize and protect your wealth so that you can spend your free time on the stuff that really matters.
Jennifer comes from 15+ years of management experience in tech and finance and was named “Hero of the 500s” by Fortune Magazine for her corporate and community contributions. She has a B.A. in Economics from Washington University in St. Louis and a certificate in Financial Planning from Boston University. She is a Certified Financial Planner, CFP®.
You can schedule a free money strategy session with her here.
Jennifer Dazols 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.
After experiencing how financial planning afforded us the freedom to make a leap from salaried security, take our family around the world, and pursue dream ventures from filmmaking to bicycle rides – it’s now our mission to help others make their greatest dreams a financial reality.
But before we say more about us, let’s talk about you. We’re guessing we have a lot in common.
You wish you could afford more time to enjoy and be present to the people you love most.
You want the freedom to choose your work based on purpose over paycheck.
You have some big dreams, and you’re ready to take command of building your ideal life.
But maybe…
- You are overwhelmed with all the financial advice out there, and you don’t know where to start.
- You know you could be doing more with your money, but it’s always the first thing that falls off your to-do list.
- You make good money, but you’re not sure where it’s all going.
- You want to make some changes in your life, but you just can’t see how you’d make the money work.
NO MATTER WHERE YOU ARE WITH YOUR FINANCES, YOU CAN GET MORE OUT OF YOUR MONEY.
Let’s go deep for a minute. Here’s what we believe about money:
Instead of letting money determine our value, we have the opportunity to use money to express our values and enable a fulfilling and awesome life.
If we’re honest, more money is nice.
But what’s even nicer is knowing in your soul that you have enough, do enough, and are enough.
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
- LGBT Households
- Mid-Career Builders
- Financial Independence Aspirants
- Business Owners and Executives
- Women
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Jennifer Dazols 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.
-
Jennifer Dazols 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.
-
Jennifer Dazols is the Executive Producer of Out and Around: On The Not So Straight Journey Toward Equality
-
Jennifer Dazols and her spouse, Lisa, Present a TED talk: "This is what LGBT life is like around the world"
-
Jennifer Dazols, along with her spouse, Lisa, launched the Asia Rainbow Ride, a charity bike ride in support of LGBT services in Asia
-
Jennifer Dazols Contributes to PlanningToWealth.com
-
Jennifer Dazols is a Financial Advisor at Sincerus Advisory
-
Jennifer Dazols is Quoted on MIC: "FINANCIAL PLANNING IS DIFFERENT FOR QUEER PEOPLE"
-
Jennifer Dazols is Featured in The Bay Area Reporter: "SF bloggers meet 'Supergays' on their travels"
Contact Jennifer Dazols
Office Locations:
-
1999 Harrison St
Suite 1800
Oakland, CA 94612
