Jennifer Han Malek RFC
Jennifer Han Malek has provided investment and financial advisory services to individuals and businesses since 1998. Jennifer specializes in Investment wealth management, retirement and estate planning, succession and protection planning. Jennifer joined LPL Financial in 2006. LPL Financial gives independent financial advisors a dynamic platform with a wide array of products and services to meet the special needs of our clients. Previous to joining LPL Financial, she was a Financial Advisor for Woodbury Financial and Prudential Financial.
Jennifer establishes strong values of trust, loyalty, hard work, and follow-through in her work with clients. Her passion is sharing her time and financial insight with her clients, with whom she builds strong, lasting relationships based on mutual trust. Jennifer’s professional registrations include the FINRA Series 6, 7, 24, and 63 registrations held with LPL Financial and the Series 65 registration held with WCG Wealth Advisors. She also holds her CA Life & Health license and a Registered Financial Consultant(RFC) designation.
Jennifer earned a Bachelors of Science degree in Finance and minor in Economics from California State University Los Angeles,and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Family is the core of Jennifer’s life. She shares her life with her husband and their three children. Jennifer also enjoys many sports activities, travel, and friends.
CA Insurance License: #0C04404