Jennifer C. Flaherty, CFP®, CRPC®

Partner, Financial Advisor


Jen began her second career as a Financial Advisor in 2008, and she has been helping clients toward achieving their long-term financial goals since then. She brings a range of experiences to her position as a Financial Advisor at Liberty Wealth Advisors. Jen has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans. Jen has attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation.

Prior to her career change into the finance industry, Jen earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. She worked in the mortgage and manufacturing industries, leading teams and improving products and processes. She is a Six Sigma Black Belt and obtained her 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