Talk to sales Try for Free
Jennifer Rhoads, CFP®

Jennifer Rhoads, CFP®

Financial Advisor

Followers of Jennifer Rhoads, CFP®2000 followers
location of Jennifer Rhoads, CFP®Vancouver, Washington, United States

Connect with Jennifer Rhoads, CFP® to Send Message

Connect

Connect with Jennifer Rhoads, CFP® to Send Message

Connect

  • Timeline

  • About me

    Executive Director at The Firstenburg Foundation

  • Education

    • Pacific Coast Banking School

      2010 - 2012

    • Washington State University

      1987 - 1991
      B.A. Communications, Public Relations

      Activities and Societies: Alpha Gamma Delta

  • Experience

    • Wells Fargo Advisors

      Feb 1997 - Mar 2004
      Financial Advisor

    • First Independent Bank, Vancouver WA

      Mar 2004 - Jan 2008
      Manager of First Independent Financial Advisors, Senior Financial Advisor

    • Sterling Bank, Spokane WA

      Jan 2008 - Sept 2012
      Director of Wealth Management

    • Community Foundation for Southwest Washington

      Sept 2012 - now

      • Strategic Advisor

        Apr 2022 - now

      • President

        Jun 2013 - Apr 2022

      • VP of Development and President Designate

        Sept 2012 - Jul 2013

    • The Firstenburg Foundation

      Apr 2022 - now
      Executive Director

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board

  • Volunteer Experience

    • Board Member

      Issued by Vancouver School District Foundation on Jan 2004
      Vancouver School District FoundationAssociated with Jennifer Rhoads, CFP®

    • Advisory Board Member

      Issued by Washington State University Vancouver on Jan 2009
      Washington State University VancouverAssociated with Jennifer Rhoads, CFP®

    • Co-Chair

      Issued by Citizens' Committee for Good Schools on Jan 2009
      Citizens' Committee for Good SchoolsAssociated with Jennifer Rhoads, CFP®

    • Lunch Buddy Volunteer

      Issued by Vancouver School District Foundation on Jan 2006
      Vancouver School District FoundationAssociated with Jennifer Rhoads, CFP®

    • Board Member

      Issued by Clark County Family Ymca on Jan 2002
      Clark County Family YmcaAssociated with Jennifer Rhoads, CFP®