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Jennifer Michaelsen

Jennifer Michaelsen

Financial Planning Analyst

408-963-2884

jennifer@financialjourney.com

Jennifer joined Financial Journey Partners in November of 2014 as a Financial Planning Analyst and Insurance Specialist. Jennifer works with our wealth managers and clients to help prepare financial plans, supports our clients in household budgeting and navigating their personal FJP client portal. In her role as our Insurance Specialist, Jennifer conducts research to find the best-in-class annuity and insurance products and is responsible for monitoring these investments on behalf of our clients.

Jennifer graduated summa cum laude from Rutgers University with a Bachelor of Science in Finance and Accounting. Jennifer has worked in financial services for 30+ years. Before joining FJP, she worked in Global Strategy at Franklin Templeton Investments and in the Consulting Group at Morgan Stanley.

In her spare time, Jennifer likes spending time with her family, friends and pets. She also enjoys travelling, hosting dinners and cheering on the Philadelphia Eagles.