Jennifer

Keiling

CRPC™

picture of a planner

Here to act in your best interests

About me

Life is a continuous journey and whether it is helping clients save for their children's college, a new home or retirement, it is my privilege to support them over the peaks, through the valleys and across everything in between. I have always been a client-centric person and I was fortunate enough to develop my career alongside my passion. Everyday decisions may appear to be small, but with care, they can lead toward something amazing.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, Psychology - City University of New York, School of Professional Studies

Visit one of our Locations

New York IV - Red Bank

328 Newman Springs Road

Suite #1

Red Bank, NJ 07701

New York VI - Staten Island

406 Forest Avenue

Staten Island, NY 10301

New York II - Grand Central

340 Madison Avenue

22nd Floor

New York, NY 10173

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Tax Efficient Investing Strategies

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?