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: Another great retreat for the books! Jen had a wonderful time in Virginia with the rest of the team. In addition to all the great work we were able to accomplish, she really enjoyed the ride to Western Town and bonding with her horse Tinker Bell!

She was lucky enough to have a few days with family before heading back to San Francisco for Easter. Jen, her mom and her aunt had a lovely (and a little damp) day in DC at the National Cathedral followed by Lunch at Old Ebbitt Grill. She was hoping to see the Cherry blossoms blooming, but was about 2 weeks too early!

She’ll be back in Virginia soon for a friend’s wedding, hopefully the blooms haven’t all fallen off by then. Until then, you may find Jen strolling through the cherry blossoms in San Francisco’s Japantown.


“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