Jenn Seeger is a financial advisor specializing in personally advising families, individuals, and businesses toward wise financial stewardship.

As a financial planner since 2001, Jenn specializes in helping her clients understand that financial planning is not just about the rate of return you earn on investments.  She is able to communicate to her clients in terms that are easy to understand the complex issues most people face today when it comes to their money such as taxes, inflation, wealth transfers and much more. With her style of communication, Jenn is able to truly help her clients comprehend what problems they are facing and the solutions that will help them reach their financial goals.

Jenn is also the founder and CEO of The Diva Center, a company dedicated to empowering women to find BALANCE and SUCCESS in all areas of their lives.  Her company offers workshops, clubs, networking and social events for women and provides them with the products and services needed to achieve their “ultimate” life.   

Credentials:

·     Over 10 years experience in the financial services industry

·     Registered Financial Consultant since 2001

·     NASD Series 7 & 66 securities licenses

·    Life & health insurance license (CA Lic#0D00297)

·     Trained and mentored by some of the top financial advisors in the country including Don Blanton (President of MoneyTrax, Inc. and creator of the Circle of Wealth system),  Doug Andrews (Author of Missed Fortune), Jeff Stemler (40+ years experience in estate and business planning), and Mike Botkin (well known financial presenter in San Diego) 

·     Circle of Wealth System Certified Mentor & Missed Fortune TEAM Member

·     Five years with one of the top marketing  and sales organizations that provides marketing, training and sales support to thousands of independent Financial Advisors across the nation 

·     Created training programs for Financial Advisors nationwide on how to help their clients develop an accumulation and  distribution strategy that would maximize retirement income and eliminate unnecessary taxes and waste

·     Four years as a Financial Advisor with Sagemark Consulting (boutique financial planning firm specializing in estate, business and retirement planning strategies for high net-worth individuals with a net-worth over $5 million)

·     Certificate in Personal Financial Planning and  B.S., Business Administration from SDSU (emphasis Financial Services, minor Economics)

·     Awarded several academic scholarships for performance in major (ranked #1)

·     7 years with a major restaurant franchise as a Store Manager and Accountant