Jennifer Bush (CFP®)

Jennifer Bush focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Financial Psychology/Coaching
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Hello! This is Jennifer Bush and I’m a financial planner at Mainstreet Financial Planning.

My role at Mainstreet is that of an independent, trusted financial advisor, coach, and mentor.

I have over 15 years working in the financial services industry. Prior to joining Mainstreet, I worked 13 years for a wealth management firm helping to develop, create, and implement financial planning strategies for clients. Before that, I consulted and educated SF bay area companies and employees on their 401(k)s and employee benefit programs.

I have always been great with numbers and finances. Budgeting, paying off debt and balancing my checkbook came naturally. I loved being the “banker” when playing Monopoly so I thought I would be the perfect accountant. I soon became bored with working in corporate finance and missed the interaction with people. I went back to school to study personal finance and became a Certified Financial Planner in 2009.

I became a single mom in 2010 and that was one of the most difficult times of my life. I survived by being resourceful and smart about my money. By working hard, spending wisely, and being a diligent saver, I was recently able to buy and move into my own condo.

I have a passion for bringing clarity and simplification to complex financial situations. I love coaching clients towards financial wellness and welcome the opportunity to dig deep to resolve issues. I have a special interest in helping empower women (especially those recently widowed or divorced, and single moms) to re-group and thrive after these difficult life transitions.

When not working, I enjoy nature walks, learning about health and nutrition, painting, sewing, collecting houseplants, and spending time with my daughter.

Additional Information

Connect with Me:

 

Website: http://www.mainstreetplanning.com

Email: jennifer@mainstreetplanning.com

Phone: 888-897-6743 x3

MainStreet Facebook: https://www.facebook.com/MainstreetPlanningInc/

Linkedin: https://www.linkedin.com/in/jennifer-bush-cfp-36708110/

 

NAPFA Start Date

June 01, 2011

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

236 N Santa Cruz Ave Ste. 237 Los Gatos, CA 95030 Phone: (888) 897-6743 Fax: (805) 267-3001

Other Offices

30700 Russell Ranch Rd Ste. 250 Westlake Village, CA 91362 Phone: (888) 897-6743 Fax: (805) 267-3001
1775 Eye Street, NW, Suite 1150 Washington, DC 20006-2424 Phone: (888) 897-6743
1115 Broadway, 12th Floor New York, NY 10010 Phone: (888) 897-6743 Fax: (805) 267-3001
1113 Odenton Rd. Ste. 2C Odenton, MD 21113 Phone: (888) 897-6743