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
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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What is a Certified Investment Management Analyst (CIMA)?
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