Vanessa joined Adviser in 2017, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2021. As a CFP® professional, she is responsible for providing comprehensive and customized financial planning advice to Adviser Investments’ clients. She has a particular interest in helping clients deal with the complexities of aging in place, and recently received her Certification for Long-Term Care (CLTC®). She is a 2015 graduate of the University of Dayton with a B.S. in finance.
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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Financial Planning
Estate Planning
Investment Management
401(k) Advisory
Tax Services
Retirement Planning
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