Jennifer Lau, CFP®
Client Performance Analyst - Vice President
Jennifer Lau is a highly skilled Client Performance Analyst and Vice President at Garcia, Barnblatt, Foster of TSG Wealth Management. With a career spanning over a decade, Jennifer entered the financial industry immediately after graduating from San Diego State University with a degree in Finance in 2011. She was drawn to the industry's potential for building close relationships with clients and becoming a reliable source of support and guidance.
What Jennifer appreciates most about the financial industry and her role is the opportunity to cultivate deep connections with clients. Being able to provide them with the support and assistance they need brings her a sense of fulfillment and purpose. Motivated by her love for family and friends, Jennifer is dedicated to going above and beyond to meet the needs of her clients.
Born and raised in Pleasanton, California, Jennifer has called Northern California home for most of her life. After living in San Diego during her college years, she returned to her roots and currently resides in Livermore, where she is raising her family. Her favorite pastimes include working out to stay active and healthy, as well as hosting gatherings with friends and family at her home.
Jennifer's family is a cherished part of her life. She is happily married to her husband, Dylan, and together they have a delightful daughter named Lina. They also have a beloved Terrier named Davies, named after Tom Davies, the Everton FC soccer player.
When it comes to travel, Jennifer's favorite destination is the charming city of Santa Barbara. The coastal beauty, picturesque landscapes, and vibrant atmosphere make it a go-to place to relax, reset and enjoy.
Jennifer is also a sports enthusiast, passionately supporting Everton FC, a renowned soccer team. Their games bring excitement and joy to her life.
Jennifer values the cohesive, friendly and skilled team of individuals at TSG Wealth Management. She has noticed that the team is not only dedicated to the success of their clients but also to the overall growth and prosperity of the company as a whole.
Jennifer's earned her Bachelor's degree in Finance from San Diego State University. She has acquired her Series 7 and 66 registrations, as well as the esteemed CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, showcasing her expertise and commitment to providing top-notch financial advice.
Jennifer Lau's passion for building strong client relationships, her dedication to her family, and her commitment to professional excellence make her an invaluable asset to Garcia, Barnblatt, Foster of TSG Wealth Management. Her extensive knowledge and genuine care for her clients allow her to provide exemplary service and guidance in their financial journeys.
You may not know this about Jennifer Lau...