Jennifer Preston
Austin,TX
Summary
CERTIFIED FINANCIAL PLANNER® with over 15 years of client-facing financial planning experience, adept at preparing comprehensive financial plans—spanning retirement, investments, Social Security, education funding, estate and tax strategies. Highly analytical, detail-oriented, and process-driven. Skilled in client interviews, identifying planning opportunities, with proven ability to collaborate effectively with advisors and specialists to deliver timely, accurate, and client-focused deliverables.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Financial Planner
Empower
08.2023 - Current
- Provide education and guidance on all aspects of financial wellness and retirement readiness for retirement plan participants of government, large, and mega clients through virtual one-on-one and group meetings.
- Guide participants through crucial financial decision points by taking a holistic approach involving budgeting, debt management, identifying and prioritizing financial needs and wants.
- Deliver comprehensive financial plans with suggestions to their savings rates, investment allocation for diversification, employee benefit selection, optimal retirement age, and tax efficient distributions in retirement.
- Manage a schedule of approximately 30 meetings participant meetings per week, 2-4 group education webinars per month, and participate in weekly internal team strategy meetings.
Retirement Plan Advisor
Empower
11.2013 - 08.2023
- Conduct Retirement Readiness Reviews, individual meetings, and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes.
- Provide personal wealth management strategies retirement and investment planning to participants through the Advisory Services program.
- Educate participants on the benefits of their retirement plans, identifying the appropriate savings rate, and ensuring adequate investment diversification.
- Execute Managed Account enrollments, explaining the fees and implementation of investment recommendations.
- Develop strategic partnerships with key contacts in each location and agencies within assigned territory.
Financial Planner
NESTWISE
05.2013 - 09.2013
- Provided financial planning and education to clients from a virtual office
- Contacted referrals and prepared presentations for video conference meetings
- Gathered personal and financial data, determined risk tolerance, and developed action plans to achieve short and long-term goals
Financial Consultant
RFG, Inc.
05.2005 - 09.2012
- Conducted financial education workshops as an Employee Engagement leader for corporate clients’ employees
- Provided one-on-one personal financial consulting as a member of the benefits department
- Reviewed core 401(k) investment selections and made recommendations to Controllers and HR Managers
- Prepared quarterly investment review reports and investment change forms
Education
Bachelor of Science in Business - Financial Services
Wright State University
Dayton, OhioCertificate - CFP Mentor Professional Education Program
College for Financial Planning
Skills
- Personal financial planning
- Investment analysis
- Retirement benefits analysis
- Retirement projections
- Employee benefit analysis
- Education funding analysis
- Tax planning
- Risk management needs analysis
- Insurance planning
- Estate planning
- Proficient in CRM, Planning Software, and Microsoft 365
Certification
- CERTIFIED FINANCIAL PLANNER® professional, CFP Board
- Series 6
- Series 7
- Series 63
- Series 65
Additional Experience
- Barrington Financial, Financial Planning Assistant II, Houston, Texas
- Deloitte, Private Client Wealth Staff, Cincinnati, Ohio
Timeline
Financial Planner
Empower
08.2023 - Current
Retirement Plan Advisor
Empower
11.2013 - 08.2023
Financial Planner
NESTWISE
05.2013 - 09.2013
Financial Consultant
RFG, Inc.
05.2005 - 09.2012
Certificate - CFP Mentor Professional Education Program
College for Financial Planning
Bachelor of Science in Business - Financial Services
Wright State University