Jennifer Donais, MBA, CFP®
Certified Financial Planner™ Professional
Phone: (760) 641-6034
Jennifer has been in the financial services industry since 2011. Since joining TruWealth Financial in 2015, her main priority has been comprehensive financial planning. This approach entails wealth preservation, wealth enhancement, wealth transfer and charitable giving. She assists clients in understanding their entire financial picture, identifying and organizing all moving parts, and then executing an action plan toward the realization of their goals and dreams.
Jennifer earned her CFP® designation in 2014 and, as such, has committed herself to furthering her industry knowledge and bettering herself for the benefit of clients. She has a Master of Business Administration (MBA) degree and holds her Series 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) securities registrations. Jennifer enjoys running, reading, and traveling with her husband Brad. She is also active in the Rotary Club of Williston.