Bio

Jennifer Akhlaghi is a Certified Financial Planner™ professional who loves making a difference in her clients lives. She believes that a person’s life goals and objectives should align with their financial resources. She enjoys helping clients make smart decisions about their money, creating goal-based financial plans, and values building long term relationships with her clients.

After graduating from the University of California, Los Angeles with a degree in Political Science, Jennifer began her career as a financial advisor at firms like Merrill Lynch and Charles Schwab & Co., Inc. Jennifer started working with her father, Harold Rood, at Rood Financial, LLC in 2009 offering fee based financial planning and investment management services. Here, she developed the foundation of her investment philosophy which is based on asset class investing, goal-based planning and helping her clients maintain discipline and structure with not trying to market time or pick the hot stocks. Jennifer joined Global Financial Advisory Services at the end of 2020, to help assist the firm with financial planning and investment management services.

As an LA native, Jennifer is passionate about living a healthy lifestyle. She enjoys pretty much anything that is active, whether it is working out, dancing, hiking, yoga and loves the beach. She loves to travel and aspires to see as much of the world as she can. She also loves music, and to cook and experiment with new healthy recipes.

EDUCATION

• B.A., Political Science, University of California, Los Angeles
• Personal Financial Planning Certificate, University California Irvine

CERTIFICATES, DESIGNATIONS AND LICENSES

• Certified Financial Planner™ (CFP®)
• California Insurance Producer License #0F53469

CERTIFIED FINANCIAL PLANNER^TM (CFP®)

The CERTIFIED FINANCIAL PLANNER™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP®  Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree or license. Every two years, CFP ® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net/default.asp.