Jennifer Pena, Certified Social Security Specialist
Jennifer Pena
Financial Advisor, Pursuit Wealth Planning
Professional Profile
Meet Jennifer Peña, CFP®, CRPC®, a highly accomplished Financial Advisor and co-owner of Pursuit Wealth Planning in Colorado. With extensive expertise in social security and retirement planning, Jennifer provides tailored, comprehensive financial strategies designed to empower individuals and families to achieve their financial goals. Her personable approach and dedication to educating clients have solidified her status as a trusted and respected professional in the community.
Jennifer takes pride in guiding her clients through every step of their financial journey, ensuring they feel informed and confident in their decisions. Whether you're navigating the complexities of retirement or planning for your future, Jennifer is committed to delivering an exceptional planning experience with ongoing support. When not advising clients, she enjoys family time with her husband and three sons, rooting for local Colorado sports teams, and exploring the great outdoors through skiing and hiking.
Jennifer Pena has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
If you're searching for a knowledgeable and reliable financial advisor in Colorado, Jennifer Peña is ready to help you secure your financial future. Connect with her today to embark on your path toward greater financial confidence and security.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Pursuit Wealth Planning is not affiliated with Kestra IS or Kestra AS. Learn more about our disclosures.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.