Jennifer Litsas
CFP®
Moneta
Financial Advisor
Jennifer Litsas
CFP®
Moneta
Financial Advisor
As a fee-only financial planner, my focus is on understanding your needs and life goals so that we can embark on a journey toward achieving them together. - Jennifer Litsas, CFP®
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Jennifer Litsas is a Denver, CO fee-only financial advisor serving clients locally and across the country. Moneta Group provides comprehensive personal financial planning and retirement plan consulting services to help individuals and businesses organize, grow and protect their assets through life’s transitions. Ultra high net worth clients will find not only comprehensive financial advocacy, but also white-glove, concierge services through Moneta's family office. As a fee-only, fiduciary, and independent financial advisor, Jennifer Litsas is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As an Advisor on the Moneta Advisory Services Team, Jennifer Litsas’ top priority is to serve her clients’ best interests. She enjoys building relationships and working together to help clients focus on what is most important to them..
Jennifer graduated from Virginia Tech with a BS in Finance, CFP® Education Option. She achieved her CERTIFIED FINANCIAL PLANNER™ in 2012.
Jennifer’s experience of providing comprehensive financial planning began at a financial planning firm in San Francisco. She expanded her knowledge and expertise working within a financial services firm while living in Sydney, Australia.
In San Francisco, Jennifer was involved in her community and served as a Board Member for the local chapter of the Financial Planning Association. She is looking for new ways to get engaged in the Denver area.
Prior to joining Moneta n 2020, Jennifer and her husband enjoyed a 10-month sabbatical travelling around the world. Visiting 24 countries across five continents, a few of Jennifer’s favorite memories include a motorbiking through Vietnam, hiking the Himalayas in Nepal, a self-drive safari in South Africa and hiking through Patagonia in Chile and Argentina.
As a new resident of Colorado, Jennifer looks forward to exploring this beautiful state. She seeks any opportunity to keep exploring near and far with her husband and daughter born in 2020.
Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain the personalized attention our clients know and deserve. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.
Moneta was ranked the nation’s second largest fee-only Registered Investment Adviser (RIA) by InvestmentNews in 2019 with more than $20 billion in assets under management (AUM). In the third quarter of 2019, Moneta opens its first expansion office in Cherry Creek, Colorado after 150 years of making St. Louis, Missouri our exclusive home.
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
- Estate Planning
Ideal Clients
- Growing Families
- Retirees and Near Retirees
- Sudden Money Situations
- Novice Investors
- Young Professionals
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Ongoing Relationship
Professional Designations & Affiliations
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Jennifer Litsas 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 Litsas 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.
Contact Jennifer Litsas
Office Locations:
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200 Columbine Street
Suite 200
Denver, CO 80206
