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295 27th Street
Oakland, CA 94612

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Financial Fitness Center, Inc

(510) 653-1914

 
Jennifer Stewart-Smith, CTP

Jennifer Stewart-Smith, CTP

Investment Representative, Tax Advisor

Jennifer Stewart-Smith is an Investment Representative with HD Vest Investment ServicesSM, and a licensed tax advisor. Working with the firm since 2003, she assists clients with tax preparation and works closely with Lois and clients to make sure investment accounts are in order, proper financial procedures are followed while keeping in contact with HD Vest for trading and account maintenance. She also helps clients with any questions they may have regarding their accounts and assists with consulting and tax preparation work.

Jennifer was born and raised in Ohio by her parents along with her two siblings. She received her bachelor’s degree from Ohio University and, immediately started working with her father, a CPA and HD Vest representative. Currently, she resides in Alameda with her husband and young son and new baby daughter.