Jennifer Oravsky, CFP®

Jennifer Oravsky, CFP®

Senior Wealth Planner

Office: 919-283-2248
Fax: 919-283-3611
 

An integral point-of-contact, Jennifer brings over two decades of industry experience to the team, and is always willing to reach out to go above and beyond our clients’ initial expectations.
She focuses on helping individuals and business owners with their retirement planning, investment planning, education planning, business retirement plans, advisory services, insurance services and providing access to various investment products. Jennifer holds the Chartered Retirement Planning Counselor® professional designation. She graduated from Rider University with a Bachelor’s degree in Business Administration and Finance, and holds applicable securities registrations and insurance licenses. Jennifer is a Senior Partner, Senior Wealth Planner and an Investment Advisor Representative.
 
Jennifer Oravsky earned her CERTIFIED FINANCIAL PLANNERTM certification. To hold the CFP® certification, she had to meet the following stringent requirements:


•        Education. As a CFP® professional, she had to complete a comprehensive financial planning curriculum approved by the CFP® Board.
•       Examination. She was required to pass a comprehensive two-day, 10-hour certification examination that tests her abilities to apply financial planning knowledge in an integrated format.
•     Experience.  Each certificant must have a minimum of three years of financial industry experience.
•     Ethics. She must agree to always abide by a strict code of professional conduct, known as the CFP® Board’s Code of Ethics and Professional Responsibility.
 

Jennifer has built many investment plans for our clients through the Envision® planning process.  Please call her if you'd like to learn more about creating your Envision® plan.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck