Savvy Ladies Volunteers
Jill graduated from UC Berkeley and earned her CPA license three years after graduation. She made a career change in December 2017 to fee-only financial planning from Accounting and is a CERTIFIED FINANCIAL PLANNER™. Possessing a long-time interest in personal finance and serving others’ best interests, Jill applies strong listening skills to clearly understand client goals and help to develop effective solutions. She’s been integral in developing client financial plans and preparing income tax projections.
Areas of Expertise (as specified by volunteer)