Broker Check
Jennifer Lotta,CFP ®

Jennifer Lotta,CFP ®

Advisor

As a Financial Advisor Jennifer  provides investment advice to both individual and corporate clients. She helps clients simplify the investment process by developing, implementing and monitoring strategies using third-party managers and portfolio modeling.

Jennifer maintains the following Financial Industry Regulatory Authority (FINRA) licenses:

 Series 7             General Securities Representative

Series 66            Uniform Combined State Law Examination

New York State Life and Health Agent

Arizona, California, and Nevada Life Agent

Jennifer earned her Bachelor of Business Administration from the University of San Diego and obtained her Certified Financial Planner designation in 2006.

When she’s not working, Jennifer stays busy with her two young sons. She has served on the Board and is an active member of the Junior League of Rochester.