Jennifer, a seasoned Senior Client Services Associate at Raymond James, boasts an extensive 20-year tenure within the financial services domain. Armed with the distinguished Retirement Income Certified Professional® (RICP®) credential, she leverages her specialized expertise to craft meticulously tailored retirement income plans. Her adeptness spans asset withdrawal strategies, optimizing Social Security benefits, and navigating the intricacies of long-term care and healthcare planning.
Within her role, Jennifer spearheads plan implementation, extends operational support, and delivers superlative client service. Her wealth of experience was cultivated through tenures at BancWest Investment Services, U.S. Bancorp Investment, Chase Investment Services Corp, and WAMU Investment, Inc., before joining Raymond James and Associates Inc.
Beyond her professional prowess, Jennifer embodies resilience and determination. Originating from Vietnam, she fluently speaks Vietnamese and has resided in the Bay Area for over 38 years. Her personal history is one marked by an incredible journey—having embarked on a daring escape with her parents and three sisters from their Communist homeland aboard a small boat. Their courageous migration to the United States in 1981 was fueled by an unwavering pursuit of freedom and hope.
Today, Jennifer's family has flourished, expanding to include a network of seven sisters, eleven nieces and nephews, and her two beloved children. Her life's narrative weaves a tale of unwavering fortitude, resilience, and a steadfast commitment to both personal and professional excellence.