calvi 150x200Jennifer Calvi, CFP®

Associate Planner

Jennifer is a Certified Financial Planner™ professional who specializes in financial planning and wealth management. She enjoys working with individuals, families, and business owners by guiding them into making smarter financial decisions. As an integral member of a leading financial planning team, Jennifer’s primary focus is in the following areas:

  • Provides advice to clients regarding their personally-tailored financial plans
  • Consults with clients regarding investment management and tax-efficient planning strategies
  • Analyzes financial information relevant to help facilitate client goal prioritization and implementation
  • Assists team members and coworkers with questions and tasks through problem-solving strategies which are imperative to the success of Quest and its clients

Jennifer joined Quest in July 2007 as a Production Assistant while working on her degrees at Texas Tech University in Lubbock, TX. During this time she implemented what she was learning in the classroom by writing financial plans and annual reviews in support of the planning teams. As of January 2010, Jennifer expanded her professional role as an Associate Planner.

  • FPA DFW Board of Directors, Career Development Director, 2014-2015
  • Co-Founder, DFW NexGen Chapter, FPA DFW, 2014
  • Committee Member, Financial Planning Association of Dallas Fort Worth
  • Volunteer, Junior Achievement
Education and Professional Credentials
  • Certified Financial Planner™ professional, 2012
  • Masters of Science, Personal Financial Planning, Texas Tech University, 2008
  • Bachelors of Science, Personal Financial Planning, Texas Tech University, 2007
  • Registered Representative with Raymond James Financial Services, Series 7 and 66 licenses
Honors and Rankings
  • 2014 FPA DFW Young Gun Award recipient – awarded by the FPA DFW chapter for volunteers age 30 and younger who have had an impact on the local financial planning community
Out of the Office

In her spare time, Jennifer volunteers for the local Junior Achievement Program and is serving on the Texas Tech Financial Planning Program’s Alumni Advisory Board. In her not-so-spare time, Jennifer enjoys practicing hot yoga, playing co-rec softball, traveling, watching Red Raider football, and spending time with her family and friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.