Jennifer Narvaez Napper

About Jennifer Narvaez Napper

Financial Planning & Investment Advice for Near-Retirees, Corporate Professionals and Divorcing CouplesI guide busy professionals and families going through a major life event - such as retirement, job change, inheritance or divorce - help create the straightest path to growing your net worth while maintaining or improving your current lifestyle. As a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED DIVORCE FINANCIAL ANALYST® practitioner, my services include:• Designing investment portfolios based on investor\'s long-term needs, includes tax-advantaged and socially responsible investing• Creating action plans to secure an early or on-time retirement at the same or better lifestyle• Helping to navigate financial decisions through life transitions such as marriage, births, job changes, home purchase, inheritance, divorce and death• Collaborating with estate attorneys, divorce attorneys, CPA’s, realtors and mortgage consultants to synchronize your comprehensive financial plan • Guiding employees to optimize company benefits, includes retirement plans, insurance, stock options/RSU\'s, and healthcare choices• Empowering through education as financial workshop speaker to employees of major Bay Area companiesNo Obligation Meeting https://calendly.com/jennifernapperemail: j••••••••@raymondjames.com phone:(92••••••62 website: of the CFP Board, Institute of Divorce Financial Analysts (IDFA), Collaborative Practice East Bay (CPEB) and the East Bay Estate Planning Council (EBEPC)

Experience

1. Vice President, Investments

   Raymond James

   Nov 2018 — Present · San Francisco, CA, US

   RETIREMENT PLANNING - INVESTMENT MANAGEMENT - DIVORCE FINANCIAL PLANNINGCERTIFIED FINANCIAL PLANNER™ professionalCERTIFIED DIVORCE FINANCIAL ANALYST® practitioner• Designing investment portfolios• Creating action plans to secure an early or on-time retirement at the same or better lifestyle• Helping to navigate financial decisions through life transitions • Collaborating with estate attorneys, divorce attorneys, CPA’s, realtors and mortgage consultants to synchronize your comprehensive financial plan • Guiding employees to optimize company benefits, includes retirement plans, insurance, stock options, and healthcare choices• Empowering through education as financial workshop speaker to employees of major Bay Area companiesMember of the CFP Board, Institute of Divorce Financial Analysts (IDFA) and the East Bay Estate Planning Council (EBEPC)Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Education

• Saint Mary's College of California

  BS, Business Administration

  1979 — 1981

• Golden Gate University

  MBA, Telecommunications Management

  1988 — 1992