Jennifer Lotta, CFP®
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
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 a sustaining member of the Junior League of Rochester.