Jennifer Lopez
Barry University
Tell me more about Jennifer Lopez?
Jennifer Lopez is a Financial Planner & Wealth Manager at Creative Planning, specializing in wealth management services. With 7.8 years of experience, she has been recognized as the #1 Independent Wealth Management Firm in America by Barron's (2017) and CNBC. Creative Planning is a leading firm in the industry, with over 90B clients in all 50 states. Jennifer's specialties include investment management, charitable planning, retirement plan consulting, tax planning, and estate planning. She is known for her rankings and recognition by unaffiliated rating services and publications. Jennifer is based in Boca Raton, Florida.
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About
Jennifer Lopez is a Financial Planner & Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*. Creative Planning manages over $90B, as of July 30th 2021, for clients in all 50 states. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management. *Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
...See MoreWork Experience
Private Wealth Manager
Financial Services
Jennifer Lopez's Professional Milestones
- Private Wealth Manager (2017-01-01~): Implementing strategic investment strategies to enhance wealth and safeguard clients' investment assets.
- Financial Consultant (2016-01-01~2017-01-01): Developed strategic financial plans to optimize strategies and drive sustainable growth.
Education
Financial Planning And Services
2011-2011Certification
Colleagues
Peter Mallouk
President | Chief Executive Officer
Mark Doman
ceo at the doman group a division of creative planning
Jonathan Knapp
Partner Chief Operating Officer
Nick Jacobson
Chief Marketing Officer
Megan Schmitz
Chief People Officer
Other Named Jennifer Lopez
Frequently asked questions
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Jennifer Lopez works for Creative Planning
Jennifer Lopez's role in Creative Planning is Private Wealth Manager
Jennifer Lopez works in the industry of Financial Services
Jennifer Lopez's colleagues are Peter Mallouk,Mark Doman,Jonathan Knapp
Jennifer Lopez's latest job experience is Private Wealth Manager at Creative Planning
Jennifer Lopez's latest education in Barry University