LPL Financial Advisor
Jennifer Overhoff served as a wealth manager and investment specialist for the investment advisory firms of Principal Financial Group, AssetMark Investments and Fidelity Investments. With over ten years working with a base of high-net-worth clients, Jennifer has handled business development, relationship management and the unique needs that high-net worth households’ encounter. She also supported the sale of fee-based investment solutions to a multi-state territory of investment advisors before joining California Financial Partners.
Jennifer now works directly with clients and helps them with any of their financial and estate planning. She also holds the Series 7 and 63 and 65 registrations with LPL Financial, and will sit for her California Insurance license exam in 2021.
Jennifer attended California State University, Los Angeles and California Polytechnic, San Luis Obispo with studies in Sociology. She and her family enjoy travel, live music and cuisine of all kinds in addition to raising two great kids.
818-550-9955 ext. 101
DO NOT place orders to buy or sell securities via e-mail or voice mail. This and all other time sensitive requests should be placed directly with your Investment Advisor Representative by telephone.
Check the background of investment professional on FINRA’s BrokerCheck.