Jennifer Valdes, CFP®
Principal & CCO
Jennifer "Jenny" Valdes is a Principal of Financial Designs Wealth who focuses on analyzing clients' overall financial picture to develop and implement their long-term financial plan. In doing so, she acts as a liaison between FD Wealth and its clients' network of professionals including CPA's and attorneys to ensure all parties are working cohesively in the client's best interest. Jenny is also the CCO, ensuring employees comply with the federal rules and regulations along with the internal compliance program.
Jenny graduated with a Bachelor of Science Degree in Finance from Florida International University. She also has a certificate in International Bank Management. Prior to FD Wealth, Jenny spent 6 years at GenTrust, an RIA with over one billion dollars in assets. She began her career as an intern but her ambition allowed her to quickly grow within the company and become involved in many different fields of the firm including operations, reporting and fund reconciliation for alternatives investments. She quickly realized her passion was providing a holistic approach to finance which shifted her focus to financial planning. In 2018, Jenny obtained her Certified Financial Planner designation.