Jennefer Walsh, CFP®

President & Owner

“I joined Vanderbilt because of the services they provide to independent financial advisors and I really appreciated the open architecture business model. I felt like a part of the team even before I decided to join Vanderbilt and the Firm was extremely supportive during my transition.”

Vanderbilt is happy to announce a recent addition, a Financial Professional and a new member of our Leadership & Advisory Council, Jennefer Walsh, CFP^Ⓡ! Jennefer is joining us from Arvada, CO.

Jennefer has 19 years of experience in financial services. She is licensed as a Certified Financial Planner™ and carries her Series 7 & 66 licenses. As the President and Owner of Walsh Financial Solutions, she is committed to serving the financial needs of individuals and families.

Over her career, she has counseled hundreds of professionals, business owners, couples, parents, and retirees in making smart and healthy financial decisions. Jennefer is a wife and mother to 3 amazing children. She received her Bachelor’s Degree at Indiana University, Bloomington, and her CFP^® at the Metropolitan State University of Denver.

“We are excited to have Jennefer as part of the Vanderbilt family and as a Leadership & Advisory Council member. Her experience and her commitment to helping not just individuals, but their families with financial needs shows the qualities that make her a perfect fit for VFG.” – Joe Trifiletti, President.

Want to get in touch with Jennefer? Feel free to reach out to her.

email: jennefer@walshfinancialsolutions.com

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Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP

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