Jennifer Failla, CDFA®

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MASSACHUSETS: Essex County

Thank you for joining me in this community!

My name is Jennifer Failla, CFP®, MAFF®, CDFA®, CRPC®, Masters degree in Family Financial Planning

I am the Principal Analyst with Strada Wealth Management. We are an advisory firm specializing in complex financial matters. Since 2008, we have helped clients through major life transitions: retirement, divorce, death and job loss.

I have taken the time and care over my 20+ year career to become an independent Registered Investment Advisor, a Certified Financial Planner™,  an Advanced Divorce Financial Analyst™, a Chartered Retirement Planning Counselor and a Master Analyst in Financial Forensics (MAFF). This is in addition to setting our firm apart by being a dedicated fee-only, fiduciary financial planner.

As a fiduciary, I partner with clients to guide and educate families around the more complex financial issues in marital division and other family related transitions like death, loss of job, or terminal illness. I do also work with individuals and couples who plan to remain married.

My educational background includes graduating Magna Cum Laude with my master's degree in Family Services; Family Financial Planning from the University of Nebraska and I obtained my undergraduate degree in Finance from Saint Mary's College, Notre Dame, IN.

I continue to be active in the professional community as a member of the National Association of Personal Financial Advisors (NAPFA), the Institute for Divorce Financial Analysts (IDFA), Collaborative Divorce Texas (CDT) and the International Academy of Collaborative Professionals (IACP).

When not working, I dedicate my time as a volunteer first responder with Texas Search and Rescue (www.texsar.org).  I also serve on the Women’s Philanthropy cabinet as the Legacy and Giving Chair for Shalom Austin and on the National Women’s Philanthropy Board for JFNA.

 

Certifications:

Certified Financial Planner

Advanced Divorce Financial Analyst

Chartered Retirement Planning Counselor

Master Analyst in Financial Forensics

 

My published articles:

STRADA

http://www.fox7austin.com/good-day/pros-and-cons-of-a-prenup

https://www.marketwatch.com/story/a-financial-advisers-long-journey-from-full-time-caretaker-to-entrepreneur-2017-10-04

https://money.usnews.com/money/retirement/iras/articles/2017-02-27/how-to-get-reliable-retirement-planning-advice

https://finance.yahoo.com/amphtml/news/reliable-retirement-planning-advice-150706378.html

 

TEXSAR

http://www.fox7austin.com/good-day/jane-s-jobs-k-9-training

PHILANTHROPY

http://www.thejewishoutlook.com/home/2019/7/30/austin-women-make-impact-locally-and-beyond

WGJ

https://www.wsj.com/articles/how-to-help-your-parents-with-their-finances-amid-coronavirus-11590242402?mod=hp_listb_pos1

 Jewish Outlook

http://www.thejewishoutlook.com/home/2020/6/23/jennifer-failla-assists-new-mexico-native-american-communities-fighting-covid-19

AARP

https://www.aarp.org/money/investing/info-2017/financial-marriage-arguments-fd.html

WSJ

https://www.wsj.com/articles/prospering-in-the-pandemic-some-feel-financial-guilt-and-gratitude-11604757600?mod=markets_major_pos4

FORBES

https://www.forbes.com/sites/baldwin/2017/07/18/where-to-find-hourly-financial-planners/?sh=6a6589521612

MarketWatch

https://www.marketwatch.com/story/a-financial-advisers-long-journey-from-full-time-caretaker-to-entrepreneur-2017-10-04

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Jennifer Failla

Posted 5 months ago
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Business Hours
Closed Now

  • Monday
    12:00 pm - 04:30 pm
  • Tuesday
    09:30 am - 05:30 pm
  • Wednesday
    09:30 am - 05:30 pm
  • Thursday
    09:30 am - 05:30 pm
  • Friday
    09:00 am - 12:30 pm
  • Saturday Closed
  • Sunday Closed

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