Jennifer H. Cray,  CFP<sup>&reg;</sup> - Financial Advisor

Jennifer H. Cray, CFP®

Partner

Forum Financial Management, LP

1100 Alma St., Suite 200, Suite 200
Menlo Park, CA 94025
FINANCIAL ADVISOR'S WEBSITE
(866) 966-9291

General

Jennifer Cray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forum Financial Management, LP in Menlo Park, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources