Jennifer Kirby, CIMA®, CSRIC®
Purpose-driven Fiduciary Financial Advisor
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Talisman Wealth Advisors
Jennifer Kirby, CIMA®, CSRIC®
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Advisor
Mountainside, NJ
Serving Clients Nationwide
Purpose-driven Fiduciary Financial Advisor
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Women & Wealth
About Me
Jennifer co-founded Talisman Wealth Advisors in 2021 to create a boutique firm free from big bank biases where she could fulfill her fiduciary duty to clients with complete independence. This enables her to better help the self-reliant women she works with to align their money with what is most meaningful to them.Prior to Talisman Wealth Advisors, Jennifer partnered with Frank Granizo to form The Granizo Kirby Group in 2018 to expand expertise and support available to clients. Jennifer started her advisory career at Merrill Lynch in 2013 after a successful 25-year career serving clients and stakeholders in numerous leadership roles in industries as diverse as advertising, law, the arts, and nonprofit.
Jennifer holds the Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments and Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. She also holds the Chartered SRI Counselor™ (CSRIC®) designation, which provides financial advisors and investment professionals with foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Jennifer received a Bachelor of Fine Arts in Film, Television, and Radio from New York University. She also earned an Executive MBA from Rutgers University School of Business.
Jennifer has spent over 25 years of her career lending her time and knowledge to empowering women of all ages. She served on the boards of Women in Development and the Rutgers Executive MBA Program and was a Financial Advisor coordinator who facilitated the training and development of new financial advisors. For over 10 years, Jennifer served as a Girl Scout Troop Leader of Cranford, New Jersey Troop 40951, Girl Scouts Heart of New Jersey Council.
When not working with her amazing clients, Jennifer enjoys seeking global adventures with her husband of 28 years, Brian, and their very interesting and fun college-bound daughter. Other interests include time with friends and loved ones, all things music, all things ocean, all things politics, and occasional stints as a pop and jazz vocalist.
Professional Designations
- Certified Investment Management Analyst (CIMA)
- Chartered SRI Counselor (CSRIC)
Primary Location
1162 Springfield Avenue, 2nd Floor Mountainside, NJ 07092
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
About our Firm
We have built loyal relationships based on trust throughout our combined 30-plus years of helping clients with their financial goals – an honor we work at each day. We do this by sharing our knowledge in clear, easy-to-understand terms, and by becoming actively engaged in fostering their success.SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Gen X
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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✅ Wealthtender Certified Advisor Review™
Aug 27, 2024
I have used Jennifer as my financial advisor for many years. She has sound rational behind her individual plan as your life needs change. Scariest times for me was planning for retirement. This team made my worries go away snd have proven to deliver better than expected returns. They answer and fully explain all questions. Totally trust this team with my finances! I have referred many others to do so as well. Make the call!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A wealth of knowledge
✅ Wealthtender Certified Advisor Review™
Aug 27, 2024
Having Jennifer as my financial advisor has given me a sense of peace as I've moved through some really big life challenges. We would talk through options and she always focused on what was best for me. Jennifer is the utmost professional and she continues to be a voice of reason in what can sometimes be a volatile market. Her wealth of knowledge is vast and I can't recommend her highly enough.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
This is who you want on your team!
✅ Wealthtender Certified Advisor Review™
Aug 26, 2024
First and foremost, Jennifer knows her stuff. I know my money is in the best of hands with her. But what really sets her apart is the individual attention and care she brings to her clients. There is no cookie cutter here.
Jennifer started by learning what was important to ME specifically. She speaks not in financial jargon, but in real life language, helping me to clarify what I want my life to look like in 5, 10, 20, 30 years. Then she explained what needs to happen financially to get me there - patiently, with total transparency. She sparked my curiosity about the process, and my determination to understand and maximize my investment strategy.
She is both a fantastic listener AND communicator - a rare quality in a financial advisor. She is flexible and non-judgmental. She has become an integral part of my Life Team - it's like she's my own personal finance director, and I feel like she cares as much about getting me to my goals as I do. I have recommended her to everyone I know. There really is no one else out there who brings such a combination of emotional intelligence, financial knowledge, care, passion, and empathy to this job. I'm so glad I found her!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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