Chief Investment Officer – Jena heads up our office's investment advisory committee. The committee meets regularly to discuss economic and market trends as well as identify investment opportunities for the Multi-Asset Global Portfolios that we manage utilizing our Tactical Asset Allocation Strategy. Ideas and decisions that are made during our committee meetings are applied to all of the accounts we manage. This ensures that all of our advisory clients benefit from our investment ideas.
Private Client Group – Jena works with individual clients and families to develop, implement and manage a complete Wealth Management Plan. This plan is developed to ensure that all aspects of a client’s financial picture are tied to specific goals and objectives. Components of the plan include insurance, retirement and estate planning, portfolio development, asset allocation, income generation, and investment management.
Radio Talk Show Host – From 2005 - 2010 Jena was the host of the Bulls Eye View, a daily radio program on KCEO AM 1000. The program featured “Dr. Portfolio” and an extensive list of expert guests. The show aimed to keep listeners up-to-date on everything related to their personal finances including retirement, college savings, insurance, alternative investments, real estate and much, much more.
In 2009 and 2010, Jena was honored with “Best in Client Satisfaction – Wealth Manager” by Orange Coast Magazine. Jena started her investment career as an annuity specialist in 1996 and joined Lifestyle Portfolios in 2004. She became President in 2006. She received her Master’s in Business Administration in 2002, and has a Bachelors of Arts from Cal State Fullerton.
Jena and her family reside in Orange County, CA. She is an avid cyclist and swimmer, regularly competing in various tri-athlete events.
* Series 7 - General Securities Representative
* Series 66 - Uniform Combined State Law & Uniform Investment Advisor Law
* CA Insurance License #OE94665 - Life, Health & Variable Contract
* Founder - Ladera Legs - Local Not-For-Profit Organization