Jeni Tryon Ahern has been providing comprehensive financial counsel since 1998. After graduating from the University of California, Irvine (UCI) she began her investment career with Salomon Smith Barney. Early on, Jeni identified a gap in the traditional corporate approach and sought to improve her client’s balance sheets as well as create a unique, personalized experience. Believing that clients would be better served by a comprehensive financial plan rather than a narrow focus on investment planning she continued her education at UCI and Kaplan by enrolling in their two year CERTIFIED FINANCIAL PLANNER™ courses. She subsequently earned her CFP® certification, and has helped her clients pursue a higher level of financial independence.
Jeni places the highest value on each client’s individual financial and life goals. She guides clients to build portfolios aiming to maximize growth but also help their principal. Clients appreciate and respect her knowledge, steadfast approach in difficult times and willingness to go the extra mile to meet their needs. Throughout her career, she has expertly consulted on complex trust and high profile divorce settlements; managed large portfolios for high net worth clients, and provided guidance and direction for clients in transition. Her keen financial insight and tax efficient strategies strive to ensure that clients do not outlive their assets.
Jeni is widely recognized as an industry leader, who has been quoted in Bloomberg Markets and sought out by industry insiders for her views on the wealth management profession. Her impeccable credentials include General Securities Representative, Uniform Securities Agent, Investment Advisor Representative and General Securities Principal, all held through LPL Financial.
In addition to providing wealth management services to clients, Jeni has also earned the title of LPL Registered Principal. This designation qualifies her to lead, train, and mentor financial consultants. She currently has five consultants in her branch, including a Certified Public Accountant (CPA). She supervises and oversees each advisor’s client accounts, trades and investments.