From an early age, Jennifer was drawn to finance and technology, inspired by her father’s career within the IT sector of financial services. His advice to start saving in a 401(k) as soon as she began working sparked her lifelong passion for finance. This early influence set the stage for a distinguished career dedicated to helping others achieve financial security.
Jennifer’s professional journey began in 2000 at Charles Schwab in San Francisco, where she quickly discovered her passion for guiding investors through market complexities. Her career then progressed to Edelman Financial Engines, where she spent a decade assisting clients with future planning and retirement security.
With over 23 years in financial planning and investment management, Jennifer is a seasoned advisor with extensive knowledge.
Jennifer obtained her Series 7 and 65 licenses in 2001. Jennifer’s forward-thinking approach led her to also obtain a number of other professional designations which includes:
- Accredited Asset Management Specialist (AAMS®)
- Chartered Mutual Fund Counselor (CMFC®)
- Certified Retirement Planning Counselor (CRPC®)
- Certified in Blockchain and Digital Assets (CBDA)
Jennifer is also deeply connected to her family. Jennifer and her spouse Matthew have been married for over three decades and are proud parents of two children. Outside of work, Jennifer and Matthew lead an active lifestyle, embracing activities like hiking, camping, and traveling. They value staying connected with their children and supporting their pursuits. Matthew owns multi-unit housing in California and also served many years in the Financial Services industry.
Through her firm, Shintani Wealth Management Services, and her partnership with OneSeven, Jennifer is committed to guiding families and professionals towards a purposeful and meaningful life. Her belief in the power of choices drives her approach to financial planning, helping clients let go of what no longer serves them and reach new heights they once thought impossible.