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Our financial advice team


Jenny Funderburk

Jenny Funderburk

CFP®, MBA

Financial Advisor

Business Financial Advisor
Watters Creek Wealth Management
18
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

  • Women's Financial Strategies
  • Small Business
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Employee Stock Options
  • Charitable Giving

Interests

  • Spending time with family and friends
  • Playing soccer in the McKinney Adult COED League
  • Coaching my son's soccer team
  • Participating in various fundraising activities

The following causes I care deeply about:

  • Education
  • Health
  • Children
  • Wealth Management
  • Life Long Learner - Studying
  • Feng Shui
  • Fund Raising
  • Voluntary and Community Service
  • Foster Parenting Support
  • Soccer

Community participation

    • Morning Pride Lions Club - 2011 President - www.morningpridelions.com
    • Philanthropic Educational Organization P.E.O. - www.peointernational.org
    • Board of Directors of the Bulgarian Association and Cultural Center "BACC" - www.dallasbg.com
    • We support a variety of local causes with volunteer participation from our families and clients.
    • We have an on-going relationship with Children's Health - Children's Medical Center Plano throughout the year, with our annual Stuffed Animal Drive, and various volunteer activities.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Central Oklahoma, MBA
  • Economic University, BS in Finance
  • Kaplan University, CFP
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