Jennifer Ly
Wealth Advisor
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Jennifer Ly is an experienced and and knowledgeable advisor, licensed for more than 15 years. She takes a servant leader approach and ready to work with you to ensure your financial future. She has a double degree in finance and marketing from California State University, Long Beach. After 12 years, ranking in the top 1% at Citibank, Jennifer made the decision to start her own financial services company, Premier 360 to make a bigger impact in her clients' lives. Her passion is helping others find the most strategic and comprehensive plans in the marketplace today. She specializes in working with business owners to help them choose, invest, and manage plans that will offer safe investments and excellent returns. Her main goal is to help business owners, individuals, and families feel comfortable making well-informed decisions on potential investments including benefits, risks, and tax issues. Jennifer looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.
"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."