Jen Flaherty

Background

About Jen Flaherty

I began my second career as a Financial Advisor in 2008, and I have been helping clients toward their long-term financial goals since then. I bring a range of experience to my position as a Financial Advisor at Liberty Wealth Advisors® - having provided financial planning support to several financial advisor teams at Merrill Lynch. I have also worked at a small wealth management firm, helping clients develop personalized financial plans. I attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation. Prior to my career change into the finance industry, I earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. I have worked in the mortgage and manufacturing industries, leading teams and improving products and processes. I am a Six Sigma Black Belt and obtained my Quality Engineer Certification through the American Society of Quality. AREAS OF EXPERIENCE: Wealth Management Financial Life Planning Investment Guidance Retirement Planning Retirement Distribution Planning Investment Tax Guidance Education Planning Risk Management Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd, Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.