Jennipher Lommen

CFP®, EA

Wildflower Financial LLC

Principal

Jennipher Lommen

CFP®, EA

Wildflower Financial LLC

Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennipher Lommen, CFP®, EA

Fee-Only financial planner located in Santa Cruz, CA, serving clients locally and across the country

Jennipher Lommen is a Santa Cruz, CA fee-only financial planner. Wildflower Financial provides comprehensive financial planning, investment management, and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jennipher Lommen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jennipher Lommen is a fee-only financial advisor at Wildflower Financial LLC, located in Santa Cruz, CA.


My financial training began long before I started my professional career.

As the eldest child of a single mother, I learned to manage household finances early in life. When I was later blessed with a fulfilling career as a stay at home mother to three fabulous children, I embraced my role as manager of the household. Through motherhood, I learned experience can be the best education.

I took my knowledge of finance to the next level in 2013 with formal training. Through academic study and excellent mentorship experience, I received Certified Financial Planner™ designation in 2016.

My unconventional journey into the world of financial planning cultivated a consciousness of struggles that women and their families face at various stages of life. I founded Wildflower Financial LLC with the goal of helping you follow your own unique path of financial possibility.

Away from the office, I enjoy my lively household, take time to hike in the woods, practice yoga, spend time in my garden and kitchen, and savor a few minutes with bit of fiction every night before I fall asleep.

Jennipher Lommen 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

Wildflower Financial LLC as a fee-only, registered investment advisory firm, grounded in the fiduciary standard of duty.  Our goal is to help women and their families find confidence, security and abundance in every aspect of their financial lives.  We offer a range of financial planning, financial coaching, tax planning and investment management options, in consideration of your independent circumstances and needs.

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

Contact Jennipher Lommen

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Office Locations:

  • 120 Church Street
    Santa Cruz, CA 95060

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