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Jennifer Kirby, CIMA®, CSRIC®

Purpose-driven Fiduciary Financial Advisor

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Talisman Wealth Advisors Jennifer Kirby, CIMA®, CSRIC®
Mountainside, NJ

Serving Clients Nationwide

Purpose-driven Fiduciary Financial Advisor

12 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

(908) 519-8120

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Women & Wealth

About Jennifer Kirby, CIMA®, CSRIC®

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 29 years, Brian, and their very interesting and fun college sophomore 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

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
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Compensation Methods

  • Fee Only

About Talisman Wealth Advisors

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.

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Who 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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You want Jennifer on your team!

✅ Wealthtender Certified Advisor Review™
Apr 8, 2025
Jennifer is sharp as a tack... She has a brilliant and creative mind and can tackle problems from every angle. Most importantly she is loyal, authentic, and sincere. She will fiercely fight to protect you, and take preventive measures to ensure you are prepared for all kinds of life events. I am deeply grateful for her advice and wisdom!
Relationship to Financial Advisor: Client as of Apr 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kecia Welt
Kecia Welt

Trustworthy & Responsive

✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
Jennifer was recommended to me by a colleague who noted that her practice focused on women and I contacted her almost immediately. I have lifelong money anxiety that translates into ignoring it until I can't. Jennifer listened to me, never lectured me and I'm grateful for her guidance. I've worked with her for almost a decade and recommend her without reservation.
Relationship to Financial Advisor: Client as of Feb 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kira
Kira

fantastic guidance with a great personality

✅ Wealthtender Certified Advisor Review™
Feb 9, 2025
Jennifer offers us a great deal of personal attention, with both regularly scheduled check-ins and also intermittent questions and requests. She has given us invaluable cash flow and budgetary advice that has been hugely impactful, in addition to long-term investments and retirement planning. The overall office communication is efficient and well run, and this last year we've gotten to know Frank better and appreciate their balanced partnership. Lastly, we appreciate Jennifer's focus on women in business, with financial strategies directly specifically at financially empowering that critical population.
Relationship to Financial Advisor: Client as of Feb 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tove Jeffrey
Tove Jeffrey

Ah-mazing: Women please call Jennifer!

✅ Wealthtender Certified Advisor Review™
Jan 31, 2025
I have known Jennifer Kirby for about 20 years and watched her transition from a very successful professional career as an employee to open her own partnered practice as a Financial Advisor. She's my advisor because, unlike every other person I have talked to in this profession through the years, she understands that life, and careers, don't always take the 'prescribed route'....and that's great! Instead of trying to force-fit you into financial products she LISTENS to your life goals and helps make the financial map to achieve them. I recommend her to every other high-achieving woman I know who might have been turned off by previous conversations with advisors. She's the one!
Relationship to Financial Advisor: Client as of Jan 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandra Szahun
Sandra Szahun

Top tier financial advisement and services

✅ Wealthtender Certified Advisor Review™
Jan 28, 2025
Jennifer has been my advisor for over a decade now and I would not trust my financial future with anyone else. Her advice, strategies and information have helped me and my family work toward achieving our goals.
Relationship to Financial Advisor: Client as of Jan 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Castronuovo
James Castronuovo

Great Advice, Comforting Discourse, Fantastic Professional service!

✅ Wealthtender Certified Advisor Review™
Jan 25, 2025
Working with Jennifer Kirby has been an absolute game-changer for my financial journey. From our first meeting, it was clear that she possessed an incredible depth of knowledge and insight into the market, the broader economy, and a variety of financial options tailored to individual needs. Every conversation feels like talking to a close friend who genuinely cares about your well-being, while also demonstrating the expertise of a financial wizard. She has a remarkable ability to turn complex financial concepts into easy-to-understand strategies, all while putting you at ease. Ms. Kirby listens actively, ensuring that you feel truly heard and understood. She takes the time to grasp not just your financial goals but also your personal concerns, creating a sense of safety and trust. Her advice is thoughtful, intelligent, and tailored, presenting a wealth of options that make you feel empowered and confident in your decisions. With her guidance, my financial worries have been replaced by a sense of security and optimism for the future. If you're looking for someone who combines intelligence, compassion, and unparalleled prowess in the financial field, Jennifer Kirby is the advisor you need. It’s like having a trusted friend who also happens to be a genius with finances—an unbeatable combination!
Relationship to Financial Advisor: Client as of Jan 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Vivian Hasbrouk
Vivian Hasbrouk

Without reservations

✅ Wealthtender Certified Advisor Review™
Jan 24, 2025
I am happy to recommend Jennifer Kirby without reservations. Her financial knowledge is excellent and her individualized approach ensures the highest level of confidence in your financial plan and direction. I am particularly pleased to be working with someone that is so attuned to the unique needs of women when it comes to finances and securing your future. She has been extremely attentive and helpful as I’ve approached retirement. You will be in excellent hands with Jenn and her team.
Relationship to Financial Advisor: Client as of Jan 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cathy S
Cathy S

Truly listen and are honest in providing advice

✅ Wealthtender Certified Advisor Review™
Jan 24, 2025
I was very hesitant about hiring a financial advisor but took the plunge with Talisman. It was 100% the right move and I regret not doing it sooner. Jennifer was able to take all the random accounts I provided and was provide me with a cohesive investment strategy that was in line with my goals. Jennifer speaks with me and truly listens to my needs and provides several options for me to choose from. Now my finances are working for me and just to be sure, we meet quarterly to review my portfolio or more frequently if I need to discuss an investment with her. You will feel confident with your investment strategy working with Talisman.
Relationship to Financial Advisor: Client as of Jan 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Linda N
Linda N

A rare find!

✅ Wealthtender Certified Advisor Review™
Sep 9, 2024
Jenn has been an incredible advisor, guiding me through both marriage and divorce over the past 10 years with equal grace and strategic insight. Her non-judgmental approach and ability to meet me exactly where I am have been invaluable. She doesn't overwhelm with financial jargon; instead, she speaks in layman's terms and is clear, patient, and compassionate. From the start, her approach has been completely personalized—she took the time (a lot of time!) to understand exactly what matters most to me personally, rather than giving me conventional advice or a one-size-fits-all plan. Even though, at the beginning, I wasn't sure what I wanted, Jenn asked all the right questions to help me prioritize my wants and needs for now and well into the future. Jennifer is truly exceptional at what she does and a rare find! She's brilliant, and you won’t find another advisor who cares as deeply as she does, all while possessing an impressive breadth and depth of knowledge. I’m incredibly grateful to have Jenn in my corner!
Relationship to Financial Advisor: Client as of Sep 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Christa Meola
Christa Meola

No worries

✅ 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: Client as of Aug 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandy Mazzeo
Sandy Mazzeo

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: Client as of Aug 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stephanie M.
Stephanie M.

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: Client as of Aug 26, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jen Lavenhar
Jen Lavenhar
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