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Jennifer Bower

At ViewPoint Wealth Partners, we are proud to highlight Jennifer Bower, CRPC®, a distinguished female financial planner held to the fiduciary standard of care in advisory relationships who brings over nine years of experience to our firm. As a fee-only fiduciary advisor, Jen is committed to providing personalized financial planning services that prioritize the unique needs and goals of each client.

Wealth Management Advisor<br/>APMA, CRPC -&#160;CRPC conferred by College for Financial Planning.

Wealth Management Advisor
APMA, CRPC - CRPC conferred by College for Financial Planning.

 (216) 447-1470 ext. 297

 (216) 503-9050

 Jen@ViewPointWP.com

Jen has over 9 years of experience in wealth management.

Areas of Focus

Retirement Planning Strategies

Wealth Preservation Strategies

Retirement Income Strategies

Estate Planning Strategies

Retirement Plan Distribution

Tax Planning Strategies

Investment Management

Executive Compensation and Benefit Strategies

Education

Education

Jen holds a Bachelor's degree in Finance with a minor in Accounting from Mercyhurst University and has furthered her education at the College of Financial Planning

Community Participation

Community Participation

Cleveland Food Bank
Ronald McDonald House

Interests

Interests

Jen enjoys working out, playing pickleball, and spending time with her family and two dogs

A Fiduciary Commitment

As a fiduciary investment advisor, Jen operates with a legal and ethical obligation to act in her clients' best interests. This fiduciary duty means that all recommendations and strategies she proposes are designed to benefit the client, disclosing all conflicts of interest. This commitment to fiduciary wealth management means transparency and trust in all client-advisor relationships.

Empowering Women in Wealth

Empowering Women in Wealth

Jen is particularly passionate about empowering women to take control of their financial futures. Recognizing that women often face unique financial challenges, she offers tailored guidance to help them navigate their financial journeys confidently. Her approach aligns with the growing trend of women seeking female financial advisors who understand their specific needs and perspectives.

Comprehensive Financial Planning for Families

Comprehensive Financial Planning for Families

Understanding that every family's financial situation is unique, Jen provides customized planning services that address various aspects of wealth management. Her fiduciary financial  services include:

Jen's holistic approach sees that all aspects of a family's financial well-being are considered and addressed.

Retirement Planning

Jen knows that building a strong retirement plan is key to planning one’s financial future. She specializes in helping families and individuals to craft plans that allow them to live confident now while saving and planning for living in retirement. As a woman and a financial planner, Jen understands that women facing retirement also face unique challenges–like longer life expectancies, retirement funds that might be in a spouse’s name, and caring for children and parents alike. She helps women understand their options and make the most of their resources so they can face retirement with more confidence and clarity.  

Frequently Asked Questions

What is a fiduciary financial planner?
A fiduciary financial planner is a professional who is legally obligated to act in the best interests of their clients. This means providing independent advice and disclosing conflicts of interest, so that all recommendations serve the client's financial goals.

What services does Jen offer for families?
Jen offers a comprehensive suite of services for families, including retirement planning, wealth preservation, estate planning, tax planning, and investment management. Her holistic approach sees that all aspects of a family's financial health are addressed.

What Certifications Does Jennifer Bower Hold?
Jennifer Bower holds the Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning Counselor (CRPC®) designations.

Fiduciary Financial Planner Near Me

Speak with Jen

Our Independence office is conveniently close to anyone in the greater Cleveland area–but we can conduct business via phone call, Virtual meeting, or other public meeting places. That means we’re always “near you”! 

Jen's dedication to fiduciary principles, combined with her commitment to personalized service, makes her an invaluable asset to clients seeking trustworthy and comprehensive financial guidance. Contact ViewPoint Wealth Partners to schedule a consultation with Jen today–she looks forward to assisting you on your financial journey.