Jennifer Hicks, CFP®

Financial Planner

Jennifer 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 two 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 participate in the Financial Planning Day committee, co-teach a class of 2nd and 3rd graders through Junior Achievement, and co-teach a class of college students through Job Corps.

After work, Jen enjoys playing volleyball, traveling, and spending time with friends and family. She is an active member of her church and the Virginia Tech Alumni Association. Even though she has been in San Francisco for 3.5+ years, touring the beautiful city never gets old.

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: Jen has continued her pursuit of new places and experiences. She started by celebrating July 4th in the warm sunshine of Tomales Bay. It was a wonderful escape filled with good friends and two full beach days! She also traveled to Eau Claire, WI for a music festival with friends. Spending a day in Minneapolis and a weekend in Eau Claire, she has knocked two new states off her list! And if there is anything that will make you appreciate SF weather, its the heat, humidity, and bugs of WI. Lastly, Jen ran her first organized trail race down in Big Basin. She conquered 15K (~9.3 miles) of the Berry Creek Falls trail, then celebrated by spending the rest of the day relaxing on the beach in Santa Cruz. She is excited to be slowing down a bit for August, and is looking forward to spending a few weekends back in San Francisco… until Yusuf and Lauren arrive and the Financial Planning Team retreats away to Santa Cruz again!


“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