Profile
Jeanna Fifer worked as a Financial Planner at Cahill Financial Advisors, Inc. and as a Financial Planning Specialist at White Oaks Wealth Advisors, Inc. She received her undergraduate degree from the University of Minnesota in 2008.
Former positions of Jeanna Fifer
| Companies | Position | End |
|---|---|---|
White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc. Investment ManagersFinance Provides investment advisory and wealth management services | Corporate Officer/Principal | - |
Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill employs a client-centered wealth management approach. They work with their clients to review financial strategies and tactics applicable to their situation, and develop a plan of action to meet their financial goals. | Portfolio Manager-Equities | - |
Training of Jeanna Fifer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill employs a client-centered wealth management approach. They work with their clients to review financial strategies and tactics applicable to their situation, and develop a plan of action to meet their financial goals. | Finance |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc. Investment ManagersFinance Provides investment advisory and wealth management services | Finance |
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