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Our financial advice team


Jennifer Kachmar

Jennifer Kachmar

CFP®, AWMA®, APMA®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
WGG Wealth Partners
15
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

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Insurance

Interests

  • Spending time with my family and friends
  • Camping and driving off the beaten path
  • Playing pool

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7, 63, 66

Education

  • California State University San Marcos, CA BS Business Administration, emphasis in Finance, 2006
  • San Diego State University, CA Information and Decision Systems, 2004

Previous experience

  • Assistant Vice President, Financial Solutions Advisor, Merrill Lynch, Piece, Fenner and Smith, July 2014 – May 2015
  • Investment Counselor, Fisher Investments, February 2014 – July 2014
  • Account Executive, Fidelity Investments, September 2011 – November 2013
  • Investment Representative, Fidelity Investments, July 2009 – August 2011
  • Financial Representative, Fidelity Investments, June 2006 - June 2009

Community participation

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive