Jennifer C. Flaherty, Financial Advisor

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Jennifer C. Flaherty, CFP®, CRPC®

Financial Advisor

Jen Flaherty

Jen began her second career as a Financial Advisor in 2008, and she has been helping clients toward their long-term financial goals since then. She brings a range of experience to her position as a Financial Advisor at Portfolio Solutions® - Jen has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans. Jen has attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation.

Prior to her career change into the finance industry, Jen earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. She worked in the mortgage and manufacturing industries, leading teams and improving products and processes. She is a Six Sigma Black Belt and obtained her Quality Engineer Certification through the American Society of Quality.

Areas of Experience:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Retirement Planning
  • Retirement Distribution Planning
  • Investment Tax Guidance
  • Education Planning
  • Risk Management