Jennifer Cray

About Jennifer Cray

As a partner at Forum Financial Management, LP, I specialize in helping working…

Experience

1. Partner

   Forum Financial Management, Lp

   Aug 2023 — Present · Menlo Park, CA, US

   At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With the foundation of this technical knowledge, we can spend more time on what we truly enjoy: getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone\'s financial life, we are able to design an investment plan that is built to achieve a client\'s short- and long-term goals. That\'s what we consider to be the real value of an advisor. Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 South Highland Avenue, Suite 100, Lombard, IL 60••••••••20). What I post on here is my opinion, not the opinion of Forum.

Education

• University of Southern California

  BA

• UCSC Silicon Valley Extension

  Personal Financial Planning

• University of Southern California - Marshall School of Business

  MBA

Skills

• Personal Finance
• Employee Stock Options
• Restricted Stock
• Personal Tax Planning
• Dimensional Fund Advisors
• Investment Strategies
• Wealth Management
• Estate Planning
• Personal Financial Planning
• Portfolio Management
• Investment Management
• Investments
• Asset Managment
• College Financial Planning
• Investment Advisory
• Mutual Funds
• Asset Allocation
• Risk Management
• Financial Advisory
• Espp
• Strategic Financial Planning
• Retirement Planning
• New Home Purchase