Jen Swindler, MFPA, CFP®, AFC®
Senior Wealth Manager at Vincere Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardMay, 2021- Sep, 2024 -
Accredited Financial Counselor (AFC)
AFCPE® (Association for Financial Counseling and Planning Education®)Sep, 2019- Sep, 2024
Experience
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Vincere Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Manager
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Mar 2022 - Present
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Facet Wealth
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Researcher
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Jun 2021 - Feb 2022
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Associate Planner
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Aug 2020 - Jun 2021
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Albion Financial Group
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United States
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Investment Management
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1 - 100 Employee
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Financial Planner
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Jun 2019 - Aug 2020
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Utah Valley University
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United States
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Higher Education
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700 & Above Employee
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Financial Planning Academy Counselor
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Jul 2019 - Jul 2019
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Intern
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Jan 2019 - May 2019
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Substitute Teacher
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Jan 2015 - Jul 2016
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Education
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2020 - 2022
Utah
Master's degree, Financial Planning and Analytics -
2017 - 2019
Utah Valley University
Bachelor of Science - BS, Personal Financial Planning
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