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295 27th Street
Oakland, CA 94612

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Financial Fitness Center, Inc

(510) 653-1914

 

Team

Our team is comprised of specialists, working together to support individuals, families, small business owners, and in particular women in the greater San Francisco Bay area. Teamwork has made Financial Fitness Center™ a one-stop financial services firm and outstanding provider of financial education and personalized financial strategies.

With financial empowerment as our driving theme, the vision at FFC is to help each client understand all the parts of their financial health in order to build a stronger future.

 
Lois Leynse is the founder and Wealth and Tax Advisor of Financial Fitness Center™. She has more than 25 years of experience in the tax industry and more than 17 years in the financial services industry.

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Anne Lowry, CTP

Tax Advisor, Real Estate Agent, Investment Representative, and Insurance Agent

(510) 653-1914

(510) 653-4915

Anne Lowry is a certified tax preparer, licensed real estate agent, investment representative, and insurance agent. A member of the firm since 1992, she enjoys working alongside her team and serving her clients.

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Carol McClellan is an Enrolled Agent and tax advisor with Financial Fitness Center™ and has been a member of the team since 1997. She manages the firm’s accounting department and specializes in tax preparation.

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Jennifer Stewart-Smith, CTP

Investment Representative, Tax Advisor

(510) 653-1914

(510) 653-4915

Jennifer Stewart-Smith is an Investment Representative with HD Vest Investment Services, and a licensed tax advisor. Working with the firm since 2003, she assists clients with tax preparation.

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Jennifer James, EA, MST

Advisory Representative, Tax Advisor

(510) 653-1914

(510) 653-4915

Jennifer James is an Enrolled Agent, tax advisor, and Advisory Representative with HD Vest Investment Services and has been a member of the team since 2011. She specializes in complex tax returns.

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Xiomara Melendez-Amaya

Financial Service and Administrative Assistant

(510) 653-1914

(510) 653-4915

Xiomara Melendez-Amaya is the Office Manager, Financial Service Administrative Assistant, and licensed Notary. A member of the team since 2000, she is the friendly receptionist and ensures the firm runs smoothly.

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Georgie LeWright

Tax Preparer, Data Entry Specialist

(510) 653-1914

(510) 653-4915

Georgie LeWright is a registered tax preparer and data entry specialist. A member of the team since 2009, she handles the electronic filing of tax returns and supporting documents for clients.

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