Chartered Financial Analyst, Speaker & Author.

Financial Advisor
Speaker
Author

I specialize in wealth management and planning which means I help my clients in making the financial decisions that will grow their wealth and build a lasting financial legacy.

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Jennifer Luzzatto
Jennifer has earned two of the industry’s highly regarded designations:

CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED FINANCIAL ANALYST™ (CFA®)

Hi. I’m Jennifer

Director of Trading • Financial Advisor • Partner at

Strathmore Capital Advisors

I want you to imagine something for me. Close your eyes and think about the future you want. What do you see? While your idea of an ideal future might look different than mine, I know there’s one thing you and I have in common. I’m betting, just like me, you want to know that, no matter what happens, when you leave this earth, the ones you love are well taken care of. Am I right? Of course, there are so many things we simply can’t plan in life - I learned that lesson all too well after losing my husband to leukemia. Life happens. But, what I’ve learned through all the loss and grief I’ve experienced is that there is so much we can plan to help make the uncertainty of life a little less scary. I look forward to the opportunity to help you organize the chaos and feel confident in your financial legacy. For you. For your family. For your future. I can’t wait to connect with you!

-Jennifer

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Expert

Jennifer holds designations as both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED FINANCIAL ANALYST™ (CFA®). Through extensive training and 3 decades of experience, she has developed a personal approach to bringing all pieces of her clients’ financial lives together.

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Jennifer Luzzatto speaker

Speaker

Jennifer is available for speaking engagements throughout Virginia. As a Chartered Financial Analyst and Planner, Jennifer is an expert on money matters. Her expertise paired with her personal experience of learning to thrive through loss provides an informative and inspirational experience for her audience.

IN THE PRESS

Author

The loss or decline of a loved one is always an emotionally wrenching experience. Having to deal with their finances as well in this already difficult time can seem like an overwhelming burden. But Jennifer Luzzatto is ready to extend a helping hand.

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Jennifer Luzzatto financial expert

Book Testimonials

Inheriting Chaos with Compassion is a reflection of Jennifer Luzzatto’s professional approach – balancing personal relationships and goals with smart financial management. I have had the great pleasure of being a client of Jennifer’s for more than ten years. She assisted us with developing and managing our financial plan and portfolio. She knows how to take an individual’s priorities and goals and build a plan that meets those needs while staying in close touch to adjust as life changes. She has become more than a financial consultant – she’s truly a friend who cares about our wellbeing – and serves as our financial partner to help us stay focused to meet our long-range goals.

Jennifer S.

From wide-ranging tax implications to the nitty-gritty distribution rules of investment and retirement accounts, Jennifer shares her wisdom through the perspective she gained overcoming trials and tribulations. She helps to guide you through the unforeseeable paths moving forward, navigating turn-by-turn, in a manner that is easy to grasp and comprehend - something that is especially important when your mind is already clouded and strained with countless other stressors.

T. Gaugler