The Wealth Consulting Group
Jennifer U. serves as a Client Service Associate at The Wealth Consulting Group, where responsibilities include coordinating meetings and managing client accounts. Previous experience includes roles as a Client Services Representative at Hue Salon & Spa, and as Office & Marketing Manager for Harbor Bell Financial Services, Inc., where Jennifer developed online platforms and coordinated events. Jennifer has a background in marketing, with experience as a Freelance Marketing Professional and at Euro RSCG 4D/Havas Worldwide, where project management and client consultation were key duties. Early career roles included supporting executives in the television industry and construction management. Jennifer holds an Associate's Degree in Communications from Whatcom Community College.
The Wealth Consulting Group
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .