Joined Bell: 2018
Hidden Talent: Arts & crafts of many varieties
Inspiration: Her family, and discovering new ways of doing old things
Jena joined the Financial Planning Team at Bell in 2018 in the role of Paraplanner. Jena appreciates the positive & welcoming culture at the firm, as well as the holistic view Bell takes with Financial Planning in helping clients achieve their goals. She began her financial planning career with a desire to help people gain a sense of peace about their financial lives, by looking at all the “moving parts” and creating a true roadmap for their future. She is interested in helping those around her uncover and achieve their most meaningful goals – to be a little happier, a little healthier, or a little more financially secure.
After launching and operating a small business in San Francisco, as well as working in the REIT and legal industries, Jena transitioned to Financial Planning in 2016. She completed her CERTIFIED FINANCIAL PLANNERTM education through the College for Financial Planning. Before joining Bell, Jena served as an Associate Financial Planner with Asti Financial Management, LLC, where she created financial plans for individuals and couples in all stages of their lives. She is currently a Candidate for CFP® Certification and a member of the Financial Planning Association, San Francisco chapter.
Jena is originally from the East Coast, but she has called the Bay Area home for over 20 years. To escape the long winters in New York, she fulfilled an early-childhood dream and moved to sunny California, where she earned a B.A. in Anthropology from Mills College. She has volunteered extensively with local charities, including Rebuilding Together – San Francisco, and has enjoyed bringing creative and meaningful assemblies to her children’s elementary school. Jena loves spending her free time with family and friends, and appreciates the beautiful environment in which we live.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More