Jenny Lynch, CFP®

Jenny Lynch, CFP®

Financial Advisor

As a financial advisor at PlanWise, Jenny’s role is to assist clients with all aspects of the financial planning process. She graduated from Stonehill College in 2006 with a Psychology degree and has been working in the financial services industry ever since. Over the past 15+ years, she has worked at companies such as Columbia Threadneedle Investments, our Broker/Dealer, Commonwealth Financial Network, and Ned Davis Research, an industry leading investment and economic research firm. It was at Ned Davis, that Jenny learned about the history and psychology of the stock market and came to realize that her college degree and work experience were very intertwined. Her years of experience have taught her that you don’t have to know everything about the stock market and economy to be a successful investor. You just need to have a disciplined plan that keeps you on track toward reaching your goals.

Jenny enjoys helping busy people piece together their financial puzzles and simplify one seemingly complex part of their lives. As a wife, mother, student, and working professional, she knows what it is like to juggle a million things at once and feel like you will never have time for it all. Her passion for financial planning led her to continue her education. She has completed Boston University’s Certificate in Financial Planning Program, and is proud to call herself a CERTIFIED FINANCIAL PLANNER professional.

Jenny and her husband, Kevin, live in Milton, MA with their three children, Thomas, Lily, and Harrison. Jenny and Kevin were both collegiate lacrosse players and their competitive nature lives on in their children. As a family, they love doing anything outdoors, from hiking in the Blue Hills to spending their summers on the beaches of Cape Cod. When she is not doing schoolwork or driving her kids to and from their various sporting events and extracurricular activities – she enjoys sneaking out for a long run or a workout on her Peloton.