Jennifer Goldman, CFP® has been active in helping businesses grow in an efficient and affordable manner. Her 20+ years of experience has evolved through roles such as Division Coordinator for 150+ Wealth and Insurance Firm, Operations Coordinator for 45+ person Tax and Wealth Firm, Certified Planner and Family COO for national business owner clientele, creator of $22 million start-up service business, and Quality Control manager at M&T Bank. Jennifer’s graduate degree in Financial Planning was obtained at Boston University, MBA classes in Finance and Operations obtained at University of Buffalo and Quantitative studies obtained at Boston College. She has held board positions for NAWBO Maryland, New England Financial Planning Association (1,200 members) , MetroWest Property Owners Association, and spoke at national events on effective Technology, Staff and Outsourcing Integration. She and her husband reside in Boston Massachusetts with their two children.