Jenny Elstein

Investment Advisor

Jenny Elstein

I entered the financial industry by chance. When I was in my early 20s in California, I took a temporary job at a brokerage firm and loved it. Growing up, I had never thought about the field. I was not exposed to it as growing up my family was not financially secure. I liked science and math, helping people, and I liked fixing things. Since taking that temporary position, I haven't left the industry. I love helping people understand their financial picture and help give them peace of mind for their retirement. I have a passion in educating people while designing and bringing financial plans to life. I've worked at nationally affiliated brokerages, took a break to work on non-qualified plans for corporations, and then wanting to get back to personal investing, have worked for small, independent financial firms. Through my time in the industry, I’ve seen all cycles of the market – from the dot-com days while working in Silicon Valley to market ups and downs.

Life is great, but busy. After I get home, I spend time with my husband, David, and our children, Benjamin and Elizabeth. We seem to always be rushing somewhere, whether to school, sports practices, or birthday parties.

If I wasn't busy enough, and in the spirit of continuous learning, I've gone back to school to earn my bachelor's degree and will be the first in my family to do so. I'm currently a junior at the University of North Carolina at Greensboro.

Passionate about helping people plan for the future,
while enabling people to celebrate living life’s precious moments.

Jenny brings more than 20 years of experience within the financial services industry. That experience began in the operations area and progressed to becoming an investment advisor today. Jenny later worked for a large insurance company where she oversaw corporate non-qualified plans by managing client relationships and directing administrative aspects of the plans. Prior to joining LifePlan Group in 2017, Jenny worked with the owner of a small financial firm to perform the day-to-day management of the clients’ accounts as well as conduct client reviews.

 

Jenny is securities licensed as an Investment Advisor where she serves as a fiduciary to her clients, working in their best interest. She is also insurance licensed and is a Notary Public. She obtained the FINRA General Securities (Series 7), Securities Agent (Series 63), and Investment Adviser Representative (Series 65) registrations. She is currently working to obtain her Financial Paraplanner Qualified ProfessionalTM (FPQP™) designation.

 

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