Jennifer C. Flaherty

Financial Advisor at Prime Capital Investment Advisors

Jen began her second career as a Financial Advisor in 2008, and she has been helping clients toward achieving their long-term financial goals since then. She brings a range of experiences to her position as a Financial Advisor at Liberty Wealth Advisors®. Jen has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans. Jen has attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation.

Prior to her career change into the finance industry, Jen earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. She worked in the mortgage and manufacturing industries, leading teams and improving products and processes. She is a Six Sigma Black Belt and obtained her Quality Engineer Certification through the American Society of Quality.

Timeline

  • Financial Advisor

    Current role

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