Jennifer G. Preston, CFP®
Austin
Summary
Certified Financial Planner with a strong track record of developing and presenting financial education programs and delivering comprehensive, data-driven financial strategies across retirement, investments, tax, estate, and education planning, supported by rigorous client data analysis and plan management. Relationship focused professional who collaborates with advisors and specialists to provide precise, client-centric financial solutions that drive long-term outcomes.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Planner / Retirement Plan Advisor
Empower
Austin
11.2013 - 10.2025
- Delivered comprehensive financial plans, advising on savings rates, investment allocation for diversification, employee benefit selection, optimal retirement timing, and tax-efficient retirement distributions.
- Provided personalized wealth management, retirement, and investment planning to participants through the Advisory Services program.
- Conducted one-on-one client meetings and group education sessions/webinars using a consultative approach to improve retirement readiness and financial outcomes.
- Guided participants through critical financial decisions using a holistic planning approach, including budgeting, debt management, and prioritization of financial goals.
- Educated participants on retirement plan benefits, appropriate savings rates, and diversified investment strategies to improve long-term outcomes.
- Managed a high-volume schedule of approximately 30 client meetings per week, 2–4 group education webinars per month and participated in weekly internal strategy meetings.
- Led Retirement Readiness Reviews to assess gaps, recommend actions, and drive participant engagement and follow-through.
- Executed Managed Account enrollments, clearly explaining fees, portfolio strategy, and implementation of investment recommendations.
- Developed strategic partnerships with key contacts and agencies across assigned territories to expand program reach and participant engagement.
- Maintained exceptional client satisfaction, achieving a 97% Net Promoter Score (NPS).
- Empower Financial Services, Inc. – Registered Representative
Financial Planner
NESTWISE
Austin
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.
- Austin, Texas
Financial Consultant
RFG, Inc.
Austin
05.2005 - 09.2012
- Acted as an Employee Engagement leader with responsibility for conducting financial education workshops for corporate clients’ employees.
- Provided support to the lead advisor, new client onboarding, prepared for broker/dealer annual compliance reviews, maintained books and records for the office.
- Reviewed core 401(k) investment selections and made recommendations to Controllers and HR Managers.
- Prepared quarterly investment review reports and investment change forms.
- Austin, Texas
Paraplanner
Barrington Financial
Houston
04.2002 - 04.2004
- Worked closely with high-net-worth clients to gather and organize data for financial planning.
- Analyzed personal investment statements, employee benefit summaries, and legal documents.
- Entered data into planning software, generated comprehensive financial reports, and reviewed information for accuracy.
- Houston, Texas
Private Client Wealth Staff
Deloitte
Cincinnati
06.2000 - 04.2002
- Provided support to Financial Advisors (Deloitte Investment Advisors, LLC).
- Gathered client data, prepared investment reports, and generated retirement illustrations.
- Assisted in preparing individual tax returns and reviewed information for accuracy.
- Cincinnati, Ohio
Education
Executive Education - Project Management Certificate
UT McCombs School of Business
04.2026
Bachelor of Science - Financial Services
Wright State University
Dayton, OhioCFP Mentor Professional Education Program Certificate -
College For Financial Planning
Skills
- Financial Plan Preparation
- Client Data & Relationship Management
- Cash Flow & Liquidity Management
- Investment & Tax Planning
- Risk Management
- Financial planning software (MGP)
- CRM Systems (Salesforce)
- Microsoft 365
- Estate & Education Planning Process
- Documentation & Improvement
Websites
Certification
• CERTIFIED FINANCIAL PLANNER professional
• Series 7
• Series 65
• Series 63
• Series 7
• Series 65
• Series 63
Timeline
Financial Planner / Retirement Plan Advisor
Empower
11.2013 - 10.2025
Financial Planner
NESTWISE
05.2013 - 09.2013
Financial Consultant
RFG, Inc.
05.2005 - 09.2012
Paraplanner
Barrington Financial
04.2002 - 04.2004
Private Client Wealth Staff
Deloitte
06.2000 - 04.2002
Executive Education - Project Management Certificate
UT McCombs School of Business
Bachelor of Science - Financial Services
Wright State University
CFP Mentor Professional Education Program Certificate -
College For Financial Planning