“In the financial services industry, it is so important for clients to be seen and heard. I love listening to our clients’ financial goals and then helping them determine their best pathway to success. There is not a “right” method that works for everyone. However, analyzing unique client situations through our detail oriented financial planning process is something that I am passionate about. It is beyond fulfilling to know that I am able to make a difference and provide added value in our client’s everyday lives.”
Jenna Israni joined TFC Financial Management in 2020. She supports the Senior Client Advisors by assisting with a wide array of financial planning activities and processes for a select group of the firm’s clients.
Prior to joining TFC Financial Management, Jenna was a Trust Funding and Asset Alignment Coordinator at Morana Law Office, where she worked with the Estate Planning attorney on complex trust administration and probate cases. She was responsible for monitoring the asset alignment process and ensuring that client’s estate plans were in proper order.
Jenna’s previous experience also includes a Trust Administrator role at TIAA Kaspick, and a Senior Trust Administrator role at Fiduciary Trust Company, where she facilitated the execution of the trust administration life cycle by maintaining relationships with several high-net-worth individuals and families. Prior to working at Fiduciary Trust Company, Jenna worked at KPMG as an Executive Assistant, as well as State Street Bank and Trust as a Portfolio Accounting Analyst.
Jenna received her Master of Business Administration (Finance) degree from Post University and her Bachelor of Science degree from James Madison University in Kinesiology. Jenna is a Notary Public and has completed the Cannon Trust School Certificate Program at Boston University. She is actively pursuing her Chartered Financial Consultant designation through the American College of Financial Services.
Jenna lives north of Boston with her husband and young son. She loves being outside and enjoys spending quality time with her family at the beach in the summer and skiing in the winter. She is actively involved in her son’s school community and recently started volunteering at the Lazarus House in the Food Pantry.
