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Shintani Wealth Management SErvices

About

At Shintani Wealth Management Services, we offer tailored financial advisory services that are centered around your unique needs and goals. 

About Jennifer

From an early age, Jennifer was drawn to finance and technology, inspired by her father’s career within the IT sector of financial services. His advice to start saving in a 401(k) as soon as she began working sparked her lifelong passion for finance. This early influence set the stage for a distinguished career dedicated to helping others achieve financial security.
Jennifer’s professional journey began in 2000 at Charles Schwab in San Francisco, where she quickly discovered her passion for guiding investors through market complexities. Her career then progressed to Edelman Financial Engines, where she spent a decade assisting clients with future planning and retirement security.
With over 23 years in financial planning and investment management, Jennifer is a seasoned advisor with extensive knowledge.
Jennifer obtained her Series 7 and 65 licenses in 2001. Jennifer’s forward-thinking approach led her to also obtain a number of other professional designations which includes:

Accredited Asset Management Specialist (AAMS®)
Chartered Mutual Fund Counselor (CMFC®)
Certified Retirement Planning Counselor (CRPC®)
Certified in Blockchain and Digital Assets (CBDA®)

Jennifer is also deeply connected to her family.  Jennifer and her spouse Matthew have been married for over three decades and are proud parents of two children. Outside of work, Jennifer and Matthew lead an active lifestyle, embracing activities like hiking, camping, and traveling. They value staying connected with their children and supporting their pursuits. Matthew owns multi-unit housing in California and also served many years in the Financial Services industry.

Through her firm, Shintani Wealth Management Services, and her partnership with OneSeven, Jennifer is committed to guiding families and professionals towards a purposeful and meaningful life. Her belief in the power of choices drives her approach to financial planning, helping clients let go of what no longer serves them and reach new heights they once thought impossible.

About Shintani Wealth Management Services

At Shintani Wealth Management Services, we offer tailored financial advisory services that are centered around your unique needs and goals. As an independent practice, we cherish the liberty to meticulously choose financial products and solutions that best suit your unique goals and aspirations. Embracing our role as fiduciary advisors, we are deeply committed to ensuring that every decision we make and every action we take is firmly rooted in your best interests.

This steadfast dedication means that our advice and strategies are tailored exclusively for your benefit, with no competing priorities or conflicts of interest. Our services are meticulously tailored to not only meet but exceed the aspirations of each client, equipping them with the necessary tools and insights for financial success. We value the creation of enduring relationships grounded in trust and transparency, which enable our clients to make well-informed decisions for their financial future. Shintani Wealth Management Services is adept at navigating the intricate world of investments and retirement planning, ensuring that you are well-supported throughout your financial journey.
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Partnership with OneSeven

To enhance our client services, we have formed a strategic partnership with OneSeven, a Registered Investment Advisor known for its innovative solutions and support to independent advisors. This collaboration grants us access to an extensive pool of resources and the opportunity to work alongside other forward-thinking advisors. As an independent practice, this partnership allows us the flexibility to utilize these resources to their fullest potential, all in the interest of improving your financial well-being.

We’re here to help you achieve your financial goals.

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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Shintani Wealth Management Services represent the individual’s role with Shintani Wealth Management Services, and not their role with OneSeven. Services are provided under the name Shintani Wealth Management Services, a DBA of OneSeven.

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