Chief Investment Officer – Jena heads up our office’s investment advisory committee. The committee meets regularly to discuss economic and market trends as well as identify investment opportunities for the Multi-Asset Global Portfolios that we manage utilizing our Tactical Asset Allocation Strategy. Ideas and decisions that are made during our committee meetings are applied to all of the accounts we manage. This ensures that all of our advisory clients benefit from our investment ideas.
Private Client Group – Jena works with individual clients and families to develop, implement and manage a complete Wealth Management Plan. This plan is developed to ensure that all aspects of a client’s financial picture are tied to specific goals and objectives. Components of the plan include insurance, retirement and estate planning, portfolio development, asset allocation, income generation, and investment management.
Radio Talk Show Host – From 2005 – 2010 Jena was the host of the Bulls Eye View, a daily radio program on KCEO AM 1000. The program featured “Dr. Portfolio” and an extensive list of expert guests. The show aimed to keep listeners up-to-date on everything related to their personal finances including retirement, college savings, insurance, alternative investments, real estate and much, much more.
Jena started her investment career as an annuity specialist in 1996, joined SB Wealth in 2004 and then started her own RIA Ignite Planners in 2017. She received her Master’s in Business Administration in 2002, and has a Bachelors of Arts from Cal State Fullerton.
Jena and her family reside in Orange County, CA. She enjoys being active, cooking healthy meals and spending time with her husband and kids.
Investment Advisory Services offered through Ignite Planners, LLC, an SEC Registered Investment Adviser
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