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Our financial advice team


Jennifer Waldron

Jennifer Waldron

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Six Point Wealth Advisors
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Christian Financial Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Investment Management
  • Charitable Giving

Interests

  • I am a transplant from the Midwest to CT and we love it here!
  • I live in Berlin with my husband Tony, and our two kids, Viola and Oliver
  • Enjoying and discovering Connecticut's natural beauty
  • Serving in various ministries at church

Awards & recognition

  • Five Star Wealth Manager, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Bethel University, Mishawaka, Indiana 2017

Community participation

Ameriprise National Day of Service Participant, Bread for Life, Southington, CT