Jennifer Bravo, CFP

Financial Advisor

jennifer

My passion is to help clients invest in a way that aligns with their values.

This passion began with early lessons about money from my parents. For instance, I was introduced to the value of money through saving and investing. One memorable example is that half of my allowance was designated as mine to spend right now on whatever I wanted; however, the other half was saved for later in my bank account. However small the numbers, the feeling of accomplishment I took from watching my bank account grow was infectious.

While my parents were teaching me the value of saving for my own benefit, they also instilled in me the value of giving back. Always leading by example, their influence inspired my adult interest in a lifetime of service to others. Ultimately my career path became the lynchpin that helped me to discover that my choices about money could also reflect my personal values.

My career began in investment banking. This work provided me with the opportunity to learn about mergers and acquisitions, the capital markets, and the growing world of socially responsible, or impact, investing. The possibilities seemed endless to those of us working on a trading floor in Manhattan.

But I soon became disenchanted helping mega banks make money from other mega banks and needed to find a deeper purpose in my work. My discovery that my investments could serve as a resource to help me reach my personal goals and simultaneously work to advance society at large was transformative. I now align my expertise, my financial goals and my values in my work as an investment advisor.

As a Certified B Corp, my firm Entrust Financial believes in “doing well by doing good.” It is my honor to serve individuals and businesses looking to strike a similar balance, and to live their values through their investments.

My passion is to help clients invest in a way that aligns with their values.

This passion began with early lessons about money from my parents. For instance, I was introduced to the value of money through saving and investing. One memorable example is that half of my allowance was designated as mine to spend right now on whatever I wanted; however, the other half was saved for later in my bank account. However small the numbers, the feeling of accomplishment I took from watching my bank account grow was infectious.

While my parents were teaching me the value of saving for my own benefit, they also instilled in me the value of giving back. Always leading by example, their influence inspired my adult interest in a lifetime of service to others. Ultimately my career path became the lynchpin that helped me to discover that my choices about money could also reflect my personal values.

My career began in investment banking. This work provided me with the opportunity to learn about mergers and acquisitions, the capital markets, and the growing world of socially responsible, or impact, investing. The possibilities seemed endless to those of us working on a trading floor in Manhattan.

But I soon became disenchanted helping mega banks make money from other mega banks and needed to find a deeper purpose in my work. My discovery that my investments could serve as a resource to help me reach my personal goals and simultaneously work to advance society at large was transformative. I now align my expertise, my financial goals and my values in my work as an investment advisor.

As a Certified B Corp, my firm Entrust Financial believes in “doing well by doing good.” It is my honor to serve individuals and businesses looking to strike a similar balance, and to live their values through their investments.

Expertise Includes:

  • Holistic planning that allows you to confidently take control of your financial situation.
  • Personalized business planning that is easily implemented and adapts to your changing needs.
  • Retirement planning designed to ensure financial independence throughout your lifetime.
  • Investment strategies to protect your money from the impact of taxes.

Education:

  • New York University, New York, NY
    CERTIFIED FINANCIAL PLANNER™ certification, 2015
  • Clemson University, Clemson, SC
    Bachelor of Science in Financial Management, 2008

Contact us today and get to know us.

Contact Us
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy | Relationship Summary
Certified Financial Planner Board of Standards, Inc
Our Mission:
We believe there is a better way to help clients build wealth. Our Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better experience.

Entrust Financial, LLC. BBB Business Review