Jennifer Means
MBA, CFP®
TCI Wealth Advisors
Financial Advisor
Jennifer Means
MBA, CFP®
TCI Wealth Advisors
Financial Advisor
We'll work together to determine your financial goals and make data-driven decisions to help accomplish them, so you can focus on leading a purpose-filled life. - Jennifer Means, MBA, CFP®
Fee-Only financial planner located in Reno, NV, serving clients locally and across the country
Jennifer Means is a Reno, NV fee-only financial planner. TCI Wealth Advisors provides comprehensive financial planning, tax and retirement planning, and wealth management to help middle income clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jennifer Means is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jennifer Means, MBA, CFP®, is an Advisor at TCI Wealth Advisors. Jennifer is passionate about implementing of each of her clients’ specific investment and financial planning goals aiming to guide them to good financial decisions and a fulfilling, balanced life.
Jennifer received her Bachelor of Science in Finance with a minor in Accounting from the University of Nevada, Reno. After obtaining her Financial Paraplanner Qualified Professional™ designation in 2014, Jennifer continued to pursue additional certification in financial planning.
When not in the office, Jennifer, her husband, Perry, and daughters, Madilynn and Zoey, enjoy many outdoor activities including hiking, playing kickball, skiing and camping. Sometimes their yellow lab, Ella, gets to tag along.
Jennifer Means 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.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
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
- Novice Investors
- Sudden Money Situations
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Jennifer Means 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 Means 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.
-
TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Jennifer Means
Office Locations:
-
4757 Caughlin Pkwy
Suite B
Reno, NV 89519
