Chief Financial Officer
With Apriem Since 2007

With over 24 years of experience in finance, including 18 years dedicated to wealth management at Apriem Advisors, Jen has cultivated a multifaceted career that encompasses corporate finance, compliance, and investment, with a focus on helping clients achieve multigenerational financial success.

Her commitment to excellence has been recognized nationally, as evidenced by her inclusion in Investment News’ 40 Under 40 and receiving the Big Sister of the Year award from Big Brothers Big Sisters of Orange County where Jen has been a dedicated mentor since 2011.

Jen’s mission is to help create “Better Families” by breaking the cycles of poverty and financial illiteracy through mentorship and public speaking, while also establishing a charitable fund for scholarships. Her personal journey, which began in an impoverished farming family in the Philippines, has instilled in her a deep appreciation for education and hard work. She is passionate about providing sound financial guidance to Apriem clients and her community, embodying the values of perseverance and intentionality in all her endeavors.

Jen will, perhaps, be one of the most generous people you meet. She constantly gives her time, talents, and financial resources to those who most need it. When not at the office you will likely find Jen spending time with her husband and pups, gardening with her Mom, or volunteering at a charity event.