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Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

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Jennifer Tse, CFP®, CTFA®

Senior Advisor

Jen is a Senior Advisor, focused on financial, estate and wealth transfer planning and goals-based asset allocation for individuals and families. She is dedicated to understanding the needs of her clients and delivering holistic planning solutions that are tailored to a client’s goals. She is passionate about educating her clients in order to help them make informed decisions and enjoys building long-term relationships with her clients and their families. As the key coordinator, she engages with a client’s tax, legal, and other advisors to help provide comprehensive and integrated wealth planning analyses and advice.
 
Jen has been in the business for over 15 years. Before joining Wealthstream Advisors, Jen was at Evercore Wealth Management for 12 years, spending most of her career there as a Wealth Advisor and helping high net worth clients. Prior to that, she was an analyst in private wealth management at J.P. Morgan and also worked as a client portfolio management analyst within the investment management division.
 
Jen received a Bachelor of Arts degree in Economics and in Psychology from the University of Michigan. She also holds her Certified Financial Planner, Certified Trust, and Fiduciary Advisor license and is a member of the Financial Planning Association.
 
Jen resides in New York City with her husband and two boys. Outside of the office, Jen enjoys traveling the world, running and hiking, and spending quality time with her family.
 
 Education and Credentials:
  • B.A. in Economics and Psychology, University of Michigan
  • CERTIFIED FINANCIAL PLANNER™ Professional, CFP ®
  • Certified Trust and Fiduciary Advisor, CTFA
  • Cannon Financial Institute, Trust School I, II & III Honors Graduate
 
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.