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 Shintani-
Founder | President
From an early age, Jennifer Shintani felt a natural pull toward finance and technology, inspired by her father’s career in the IT division of financial services. His simple yet powerful advice—to start saving in a 401(k) the moment she entered the workforce—ignited a lifelong passion for helping people build secure, confident futures through smart financial decisions.
That early spark launched a remarkable career. In 2000, Jennifer began at Charles Schwab in San Francisco, where she discovered her true calling: guiding investors through volatile markets with clarity and calm. She later spent a decade at Edelman Financial Engines, deepening her expertise in comprehensive future planning, retirement security, and personalized strategies that empower clients to thrive.
Today, with more than 26 years of experience in financial planning and investment management, Jennifer is a trusted, seasoned advisor known for her forward-thinking perspective and unwavering client focus. As Founder and President of Shintani Wealth Management Services, Inc. (a DBA of OneSeven), she leads with a fiduciary commitment to act always in her clients’ best interests, blending traditional wisdom with innovative solutions.
Jennifer holds the Series 7 and Series 65 licenses (obtained in 2001) and has earned several advanced professional designations that reflect her dedication to excellence and lifelong learning:
- Accredited Asset Management Specialist® (AAMS®)
- Chartered Mutual Fund Counselor® (CMFC®)
- Certified Retirement Planning Counselor® (CRPC®)
- Certified in Blockchain and Digital Assets® (CBDA®)
These credentials equip her to navigate complex investment landscapes, retirement transitions, asset management, and emerging opportunities like digital assets—always with the goal of aligning wealth strategies to her clients’ unique values, goals, and dreams.
Jennifer’s approach is deeply personal: she doesn’t just manage money; she partners with families and professionals to create purposeful, meaningful lives beyond the numbers.
Matthew Shintani -
Co-Founder
His career in finance began in 2000 at Charles Schwab in Retirement Services, where he guided clients through the complexities of retirement planning. He later honed his skills at Morgan Stanley, providing comprehensive account management and personalized servicing to individuals and families navigating life’s financial milestones.
In the mid-2010s, Matthew expanded his horizons into real estate entrepreneurship. Drawing on discipline, strategic vision, and hands-on management, he acquired, revitalized, and successfully operated a profitable mobile home park—transforming it into a thriving multi-unit housing asset in California. This real-world business experience taught him invaluable lessons in cash flow optimization, risk management, asset appreciation, and long-term value creation—principles he now applies directly to wealth strategies for clients.
With over two and a half decades of combined expertise spanning institutional finance and active business ownership, Matthew supports the firm’s mission by offering grounded, practical insights that go beyond traditional planning. Together with Jennifer, Matthew is committed to a holistic, fiduciary approach that aligns financial success with clients’ personal values, goals, and dreams—ensuring wealth serves a greater purpose in their lives.
Beyond their professional lives, the Shintani’s embrace an active, adventurous lifestyle—whether hiking scenic trails, camping under the stars, or exploring new destinations through travel. These shared experiences strengthen their family bonds and fuel their appreciation for life’s meaningful moments.
At the heart of Shintani Wealth Management Services, Inc., Jennifer, as Founder and President, partners with Matthew to guide families, professionals, and individuals toward greater clarity, purpose, and fulfillment. With decades of combined experience in financial services, they believe that intentional choices—letting go of what no longer serves and embracing new possibilities—can transform financial futures and open doors to heights once thought unreachable.
Their holistic approach goes beyond numbers: it’s about aligning wealth strategies with personal values, supporting multi-generational goals, and helping clients live more intentionally and abundantly.
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.
