Patricia Jennerjohn (CFP®, MBA)
Patricia Jennerjohn focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
Our intention is to provide just the right financial planning for you, and to build a satisfying long term relationship with you. We offer multiple options for financial planning and investment management services, customized to your unique needs. And we can offer a level of ongoing advice that will be just right for you, too. Finally, we don't require asset management in order to provide financial planning services to you.
- We believe that financial planning is an ongoing, friendly, collaborative process
- Communication is critical
- A systematic approach is efficient and effective
- A disciplined investment process is best - no hunches or market timing
- We are here to help you live with financial confidence!
Additional Information
Patricia Jennerjohn opened her firm, Focused Finances, a sole proprietorship, in 1994, and transitioned it to Focused Finances, LLC, in 2004. Her objective is to help individuals, couples, and small business owners with their financial planning and investment needs. Using the tools of financial planning, she helps clients gain "financial confidence" by seeing how money is here to support and serve them. Pat's advice and insight have been featured in the San Francisco Chronicle, the Oakland Tribune, Money magazine, Real Simple magazine, and www.money.com, among others. She also participates in the NAPFA/Kiplinger's "Jump Start" program.
A Certified Financial Planner certificant, Pat also earned her MBA in Finance from California State University, Hayward.
NAPFA Start Date
March 18, 1994