Jen Swindler, CFP®, AFC®

Retirement Planning, Stock Options Planning, Student Loans Analysis

Jen Swindler, CFP®, AFC®

Senior Wealth Manager

Hi, I’m Jen, a Senior Wealth Manager at Vincere Wealth Management. I studied at Utah Valley University where I completed my undergrad in Personal Financial Planning.

I had previously 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 obtained the AFC designation in 2018, the CFP designation in 2019, and I will be completing my graduate degree in financial planning and analytics in August 2022.

I grew up in an extremely 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 towards 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 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: retirement planning scenarios, stock options planning, and student loans analysis.

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.

Favorite Quote:

“If you dare nothing, then when the day is over, nothing is all you will have gained.” ― Neil Gaiman

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Your Money. Your Life.

Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.

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