Jen Flaherty,CFP®, CRPC®

Financial Advisor at Liberty Wealth Advisors®
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Contact Information
us****@****om
(386) 825-5501
Location
Royal Oak, Michigan, United States, US

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Credentials

  • Certified Financial Planner
    CFP Board

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor
      • Mar 2014 - Present

      Provides financial advice and comprehensive wealth planning to clients. Liberty Wealth Advisors® is a national, full-service, fee-only Financial Advisor providing fiduciary wealth planning services designed with each client’s unique needs in mind. We embrace the principles of Servant Leadership to help clients work confidently towards achieving their long-term financial goals. Liberty Wealth Advisors® utilizes a disciplined, open architecture investment methodology that emphasizes both cost-sensitive and tax-sensitive strategies. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). @2022 - Liberty Wealth Advisors - All Rights Reserved Show less

Education

  • Oakland University
    Certified Financial Planner Program, Financial Planning and Services
    2008 - 2009
  • Michigan State University
    Bachelor's of Science, Chemical Engineering

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