Jennifer Hicks, CFP®

Financial Planner

Hicks_6005Jennifer Hicks, CFP® earned a B.S. in Finance from Virginia Tech’s CFP® Certification Education Track, a CFP Board-Registered Program, as well as minors in both Global Business and Mathematics. In 2012, Jen passed her CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and now holds the CFP® designation. She is a graduate of FPA’s Residency Program.

Jen has served on the Board of Directors for the San Francisco Financial Planning Association® (FPA®) for three years. Her role has allowed her to stay involved in a variety of capacities. Her primary service is through organizing events and engaging with the next generation of financial planners, also referred to as FPA NexGen. Jen also serves on the Pro Bono committee through which she has had the opportunity to co-teach a class of 2nd and 3rd graders through Junior Achievement, and co-teach a class of college students through Job Corps. In 2015, Jen was the Chairwoman for San Francisco’s Financial Planning Day, and continues to be involved as efforts expand into Mini-Financial Planning Days throughout the year.

After work, Jen enjoys playing volleyball, traveling, camping, and spending time with friends and family. She is an active member of her church and the Virginia Tech Alumni Association.

Client Focus: As a Financial Planner, Jen enjoys connecting with clients and assisting with any needs in pursuit of their Live Big® goals!

Current Update: As is always the case, Jen had a wonderful time at the Yeske Buie Staff Retreat in Marriott Ranch. Special moments include playing (& winning!) a game or two of Blockus, early morning workouts with the Lauren’s, and another beautiful Client Event where she learned of a new genre of music: New Grass.

This year’s Spring Retreat coincided with Jen’s birthday, and she was excited to be able to stay in VA and celebrate with her local friends and family.

This summer, she is looking forward to (and simultaneously terrified of) training for and running the first half of the San Francisco marathon with Lauren Grove and her boyfriend Daniel on July 31st. Wish us luck!!

Read more from Jen:

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson