Jen Flaherty Email & Phone Number
Financial Advisor @ Portfolio Solutions, LLC
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Jen Flaherty Location
- Royal Oak, MI, US
Jen Flaherty Work
- 2014 -now Financial Advisor @
Jen Flaherty Education
- Oakland University
Certified Financial Planner Program (Financial Planning and Services)
2008-2009 - Michigan State University
Bachelor's of Science (Chemical Engineering)
Jen Flaherty Skills
- Certified Financial Planner
- Chartered Retirement Planning Counselor
- Personal Financial Planner Certification
- Wealth Management
- Wealth Management Services
- Financial Planning
- Financial Services
- Investment Strategies
- Investment Management
- Risk Management
- Financial Risk Management
- Educational Consulting
- Personal Tax Planning
- Estate Planning
- Retirement Planning
- Retirement Plan Consulting
- Retirement Income Strategies
- Six Sigma Black Belt
- Certified Quality Engineer (CQE), American Society of Quality
- Advanced Product Quality Planning (APQP)
- QS9000 Auditor
- ISO 9000 Auditor
- Microsoft SQL Server
- SQL
- Financial Advisory
- Investments
- Life Insurance
- Portfolio Management
- Advanced Product Quality Planning
Jen Flaherty Summary
- Jen Flaherty, based in Royal Oak, MI, US, is currently a Financial Advisor at Liberty Wealth Advisors®. Jen Flaherty holds a 2008 - 2009 Certified Financial Planner Program in Financial Planning and Services @ Oakland University. With a robust skill set that includes Certified Financial Planner, Chartered Retirement Planning Counselor, Personal Financial Planner Certification, Wealth Management, Wealth Management Services and more. Jen Flaherty has 1 emails and 1 mobile phone numbers on RocketReach.
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