Broker Check
Jennifer Connolly, CRPS®

Jennifer Connolly, CRPS®

Financial Advisor

(408) 288-5111

(408) 288-7174

“I find my passion in empowering others to pursue financial independence and create a lifetime of intention.”

I joined Johanson & Yau in 2024 as a financial advisor with nearly a decade of experience in the industry. Along with our team approach to financial planning and investment management, my areas of specialization include working with business owners on employer-sponsored retirement plans as well as women-focused financial planning, specifically for divorced and widowed clients.

My two teen sons & I reside just outside of the Greater Philadelphia area. We enjoy an active lifestyle, often spending our weekends kayaking, biking, and hiking throughout the region.

 

SERVICES
Personal Financial Planning
Qualified Employer-Sponsored Retirement Plans

LICENSES
FINRA Series 7, 63 & 65
Chartered Retirement Planning Specialist

EDUCATION
Bucknell University