What happens when you lose a long time loved one. Are you prepared? Yak Speaks with Jennifer Luzzatto
About Jennifer Luzzatto
What happens when you lose a long time loved one. Are you prepared? Jennifer Luzzatto is a Chartered Financial Analyst, a Certified Financial Planner, and a NAPFA registered financial advisor. She began her career in financial services thirty years ago as a fixed-income trader in a regional brokerage firm and went on to manage personal trust accounts, institutional portfolios, and a municipal bond mutual fund at a commercial bank. In 1999, she founded Summit Financial Partners, transitioning from banking to financial planning and investment advisory services. Jennifer holds a BA in Psychology and an MBA from the University of Richmond. She lives in Richmond, Virginia, with her daughter and their dog.
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