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Jennifer Baldini

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Jennifer Baldini | CRPC®, CFP® | Financial Advisor

Grand Rapids, MI | 616.975.4100 | Email
Service Areas | Financial Planning, Retirement Planning, Investment Strategy

Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and a Financial Advisor with Rehmann Financial and is located in the Grand Rapids office.

Experience

Since 1997, Jennifer has worked with high net worth individuals and families to build customized financial strategies that help clients achieve their financial objectives. Jennifer has in-depth knowledge of retirement plans, social security analysis, insurance offerings, and investment strategy reviews. She believes that personalized service is essential when matching clients with the right financial security products and services.

Raising two children with her husband Jon has helped Jennifer understand the importance of having a financial plan for each stage of life, whether it be purchasing a first home, financing a child’s post-secondary education or planning for retirement. As a Financial Advisor, she is dedicated to learning about her clients’ personal goals and using them to build a financial plan focused on their specific needs.

Jennifer has earned the CRPC® (Chartered Retirement Planning CounselorSM) designation from the College for Financial Planning. She also received her CFP® certification from the CFP® Board of Standards.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Fixed and/or Traditional Insurance Services offered through Rehmann Insurance Group. Rehmann Insurance Group is not affiliated with Royal Alliance Associates, Inc or registered as a broker-dealer or investment advisor.

Thought Leadership

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