Personal Financial Planning
Young Guns Award — Jennifer Calvi, MS, CFP®
Jennifer Calvi, MS, CFP® is the Young Guns Award recipient. Jennifer joined Quest in 2007 as a Production Assistant and was named Associate Financial Planner in 2010. She provides advice to clients regarding their personally-tailored financial plans. Jennifer consults with clients regarding investment management, tax-efficient planning strategies, analyzes financial information relevant to facilitating client goal prioritization and implementation.
She enjoys working with individuals, families, and business owners by guiding them into making sound financial decisions. Jennifer received both her Bachelor's and Master's of Science in personal financial planning from Texas Tech University. She is a Certified Financial Planner and holds Series 7 and 66 licenses.
In addition to volunteering with Junior Achievement, Jennifer is an active member of the Financial Planning Association, DFW Chapter, where was has served as the director of both Career Development and Special Events. Jennifer is also the Co-Founder of NexGen within the chapter. Outside of the office, Jennifer enjoys practicing hot yoga, playing co-rec softball, traveling, supporting her Red Raiders, and spending time with her family and friends.