California Financial Partners

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You are here: Home / Meet the Team / Jennifer Overhoff

Jennifer Overhoff

LPL Financial Advisor

Jennifer Overhoff

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.

Jennifer Overhoff
818-550-9955 ext. 101
[email protected]

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.

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Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

Upland, CA Office

California Financial Partners, Inc.
655B N. Mountain Ave,
Upland, California 91786
Tel: 909-296-6600

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California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site are currently registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, ID, IL, IN, KY, LA, MD, NJ, NV, NY, OR, TX, UT.
If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

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