Jennifer Littlefield


I work with employers in our select employer groups and other individual and business owners. I focus on working with Intel and Microsoft families.  We focus on striving to maximize their employer benefit plans and transforming them into customized strategies to help reach their family goals. 

We bring a  combination of financial planning, and  estate planning strategies to help meet the complex needs of our clients throughout the most important decisions of their lives.

Expect to partner with me for a long term relationship centered around the unique needs of you and your family through the planning process. 

The three main areas I will help add value include:

1.  Financial Planning - Cleary identify what your goals are and develop a comprehensive, concise plan to achieve them, and monitor and review it regularly.

2. Wealth management including retirement income, tax-advantaged investments, wealth transfer strategies, and more.

3. Risk management - Plan for financial security for you and your family. 

Jennifer has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. This training received from The Wharton School qualifies us to analyze and design your retirement strategies. Retirement planning has changed immensely in recent years resulting in the need for a firm who can thoroughly explain the many options available. Distribution planning has become much more critical as retirement years are often equivalent to the number of years spent working. To ensure that our retirement monies last, proper planning of retirement money distribution has become increasingly critical. Our retirement strategies strive to maximize tax efficiency during the accumulation and preservation phases, and takes into account income considerations during the distribution phase, providing a comprehensive approach to your retirement planning needs.


The Wharton School, University of Pennsylvania
August 2015
Certificate in Retirement Planning

Sacramento State University
May 2009
Masters of Business Administration – Finance

Humboldt State University
May 2000
Bachelors of Science – Business Administration

Investment Advisor Representative, Equitable Advisors, LLC
Securities registrations: FINRA series, 7, 63 & 65
State of California Insurance License: # 0I52371