Wildflower Financial, LLC was founded by Jennipher Lommen, CFP(R) in Santa Cruz, California in 2017. Our goal is to help our community find security, abundance and satisfaction in every aspect of their lives. Wildflower Financial as a fee-only, registered investment advisory firm, grounded in the fiduciary standard of duty.
Wildflower Financial offers full service, comprehensive financial life planning and investment management to a select number of clients. We strive to bring clarity, peace of mind and expert financial planning advice that aligns with each client's unique goals, values and lifestyle.
Wildflower Financial offers full service, comprehensive financial life planning and investment management to a select number of clients. We strive to bring clarity, peace of mind and expert financial planning advice that aligns with each client's unique goals, values and lifestyle.
Services
Wildflower Financial offers comprehensive financial planning, with a fiduciary oath to always work in the best interest of our clients. At Wildflower Financial, we strive to be sure the financial planning we provide aligns with what is most important in each of our client's lives.
We take time to get to know our clients, understand their goals, ideals and values and then work together to find the best approach to investing, saving, tax planning and many other important financial life decisions.
We take time to get to know our clients, understand their goals, ideals and values and then work together to find the best approach to investing, saving, tax planning and many other important financial life decisions.
Jennipher Lommen, CFP(R) founded Wildflower Financial in 2017 with the goal of bringing clarity, peace of mind and expert financial guidance to the community of Santa Cruz, CA. Barbara Thompson joined the team at Wildflower Financial in 2019. As a skilled associate advisor, Barbara helps to ensure that each one of our clients feels well taken care of in all areas of their financial lives.
That's why Wildflower Financial prioritizes clients' individual goals to implement sound, evidence-based investment policies that align with each client's unique goals. Wildflower Financial constructs investment portfolios that align with each client's unique goals, values, risk tolerance and time horizon.
We believe that your investment portfolio should be elegantly designed with your specific needs in mind. We focus on the elements that we can control with attention to diversification, tax efficiency and cost minimization. Grounded in Modern Portfolio Theory, we take the time to create and individualized investment plan that is tailored to your personal financial needs and goals.
We specialize in helping clients navigate complex financial decisions who are looking to grow their wealth, build resilient families, help their communities thrive and live their most fulfilled lives. If you are looking for an integrated, immersive and ongoing financial planning experience, you are invited to submit your inquiry here:.
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