Jennifer Swindler, CFP®, AFC®, MFPA
Senior Wealth Manager
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Vincere Wealth Management
Jennifer Swindler, CFP®, AFC®, MFPA She/her/hers
Herriman, UT
Serving Clients Nationwide
Senior Wealth Manager
Areas of Focus
- Budgeting
- Buying a House
- Cash Flow
- Credit Cards
- Divorce Financial Planning
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Federal Student Loan Option Analysis
- Financial Life Planning
- Getting out of Debt
- Investing
- Investment Management
- LGBTQ Couples
- Student Loan Advising
- Student Loan Repayment Plan Advising
- Women & Wealth
About Me
Hi, I’m Jen Swindler, a Senior Wealth Manager at Vincere Wealth Management. I studied at Utah Valley University, where I completed both my undergraduate degree in Personal Financial Planning and my masters in Financial Planning and Analytics. While studying at UVU, I also had the opportunity to take the AFC and CFP exams.Before going into financial planning, I worked as a graphic designer and spent time learning how to manage my own finances and inconsistent freelance income. This quickly became a side hobby as I continued to find myself interested in and researching financial planning subjects; I eventually decided I wanted to make a career shift and pursue a degree in financial planning.
I grew up in a very frugal household where finances were not openly discussed. In studying financial planning, I’ve been fascinated to learn about the many ways financial upbringing impacts future attitudes toward money, and have recognized this in my own life. I believe that this is an often overlooked but significant element of financial planning. Overall, I see financial planning as an incredibly powerful tool that helps build a life around our most important relationships and the things we feel are worth giving our time and energy to.
I am passionate about helping others reduce financial stress while pursuing their dreams through good quality, comprehensive financial planning. Some areas I specialize in include: relationship transitions (marriage and divorce planning), stock options planning, student loans analysis, and working with members of the LGBTQ+ community.
Outside of work, I love to hike in the nearby Rockies, garden, practice yoga and paint. I live with my partner and two cats near Salt Lake City, Utah.
Professional Designations
- Accredited Financial Counselor (AFC)
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Financial Planning and Analytics (MFPA)
Affiliations
-
AFCPE
- Financial Planning Association
Primary Location
84065
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute introduction call. We will use this time to get to know one another and answer any burning questions you might have. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
At Vincere Wealth, we help you to live your best life and create a work optional lifestyle. We understand that your personal finances can get complicated. And if life leaves you too busy, finances can get pushed to the side, which makes you feel frustrated and overwhelmed.We want to help you simplify your finances and make it as easy as possible for you to conquer your goals. We craft a detailed and actionable financial plan that compliments your family and career.
We provide a thoughtful investment strategy that aligns with your plan. We work with you to have your money get used to improve your quality of life. And we believe everyone should feel confident in their financial future regardless of the size of their investment account. So we provide options for those in all life stages.
We understand life is challenging and full of changes. That is why financial planning is a process and not a destination.
Here is how you begin.
✅ First, you schedule a call to meet our team to make sure there is a good mutual fit.
✅ Second, we collaborate to review where you are today personally and professionally and what you want to accomplish.
✅ Third, we implement and act with you.
A financial plan is worthless if it is never implemented. And there’s no better day than the present to start taking action. Schedule an exploratory call below, so that you can stop wondering if you are making the right financial decisions. Start having more confidence in your financial future today.
Education
Utah Valley University Master's degree, Financial Planning and Analytics; Bachelor of Science, Personal Financial Planning
Volunteer Experience
Financial Coach at Utah Valley University's Money Success Center.
Awards and Honors
- Sophia Bera Women in Finance Award
Badges
Hobbies and Interests
- Animals
- Camping
- Gardening
- Hiking
- Painting
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- College Graduates
- Content Creators
- Couples
- Divorce
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Gen Z
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
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What is an Accredited Financial Counselor (AFC)?
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