Jennifer Georgeis a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. She works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. Jennifer also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization in 2002, she spent five years with RS Investments, most recently providing client service to hedge fund investors. She previously worked closely with financial consultants and the firm’s defined contribution, foundation and endowment clients.
Jennifer earned a BA in international relations from the University of California at Davis. She holds a professional designation in financial planning from the University of California at Berkeley and is a Certified Financial Planner™.
She is a past President of the Peninsula Estate Planning Council and a member of the Financial Women’s Association of San Francisco and the Diablo Valley Estate Planning Council.