Empowering YOU to live YOUR Financial Life...
Unapologetically Yours. Empowered Wealth,
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Your Financial Plan is really the foundation for everything Financial in your life; the Investments become secondary. Your Investment Strategy should support your Financial Plan.
Video Playlist
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Get to Know Jennifer Staben - Signature Reveal
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Get to know
Jen Staben transitioned from teaching to finance, where she empowers clients with financial knowledge. She previously held roles at Edelman Financial Engines, TD Ameritrade, and JP Morgan Chase before joining Prime Capital. Living in Northern California, she has two adult children and a granddaughter. Jen enjoys live music, stand-up comedy, and time with her dog, Nugget.
Unapologetically You. Unapologetically Wealthy.
Let’s put the pieces of your financial puzzle together...TOGETHER
Financial / Life Planning
We will build a Plan surrounding YOUR Financial and Life Goals
Wealth Management
YOUR Financial Plan will dictate how we should invest, based on YOUR Needs, Wants and Wishes.
Tax Planning
We will help create an efficient Distribution Strategy for when you're using YOUR Wealth...and for when you're not.
Legacy Planning
We will guide you through the process of making sure things are taken care of if the unexpected happens - and the expected.
Listen to the PODCAST
“Is it good for me? Or is it good for the person telling me to do it?”