Jennifer Hicks, CFP®
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 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: Jen recently partnered with Lauren Vitt to present Yeske Buie’s Client Experience program to fellow CFP® Professionals as part of the Foundation for Financial Planning’s Be Our Guest Program. It was a wonderful opportunity that allowed us to share our professional experience and raise money for the Foundation to distribute to programs that assist individuals in need.
She is looking forward to participating with Dave Yeske and Lauren Grove in another program at FPA Retreat 2016 which will focus on Yeske Buie’s Safe-Spending Policies.
On a personal note, Jen recently traded in her snowboard for skis and is enjoying learning this new skill. Lucky for her, the fresh powder in Tahoe makes the stumbles a little less painful.