Additionally, she routinely shares investment insights with her clients to keep them abreast of her market views. After earning her Bachelor’s degree in management in 1999 from the University of Texas, San Antonio, Jennifer returned to Mexico to begin her career in investment banking. She later moved to Heidelberg, Germany where she earned a Master’s degree in finance from Nuertingen University in 2001. Jennifer also holds the Certified Plan Fiduciary Advisor® (CPFA®) designation. Passionate about bringing financial education to the underserved Hispanic community, Jennifer is a board member for Bank of America’s Hispanic/Latino Organization for Leadership & Advancement.
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