Shintani Wealth Management Services, Inc.
About
At Shintani Wealth Management Services, Inc., we offer tailored financial advisory services that are centered around your unique needs and goals.
About Jennifer
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.
Sarah Stickney Brown – Administrative Assistant
Sarah is a driven and accomplished professional with a passion for finance and a commitment to excellence. Graduating with summa cum laude honors from California State University, Bakersfield, she earned her degree in Business with a concentration in Finance, laying a solid foundation for her career aspirations.
With a clear vision of becoming a Financial Planner, Sarah is diligently working towards obtaining her license to become an advisor herself. Her dedication to the field is evident in her years of experience supporting successful advisors, where she has consistently contributed to providing exceptional service to clients. Motivated by her goal to make a positive impact on the financial well-being of individuals and families, Sarah is poised to thrive as she continues to pursue her professional aspirations.
When not fully immersed in her professional pursuits, Sarah finds joy in diverse hobbies. A passionate seeker of knowledge, she delves into podcasts, exploring topics from business to personal development. As a dedicated Angels baseball fan, she relishes the electric atmosphere of live games. She loves to travel with her husband, aiming to visit every baseball stadium in the USA.
About Shintani Wealth Management Services, Inc.
At Shintani Wealth Management Services, Inc., 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.