CONNECT

Address:

1647 N. Swan Road
Tucson, AZ 85712

Phone:

(520) 881-1149,Toll Free (877) 881-1149

Fax/Other:

(520) 881-1297

Jennifer Akins

Jennifer Akins

CERTIFIED FINANCIAL PLANNER™

Licensed Securities Professional Since 2007
CERTIFIED FINANCIAL PLANNER™ Professional Since 2007
Chartered Federal Employees Benefit Consultant (ChFEBCSM) Professional Since 2014
Bachelor's Degree in Business Administration with an Emphasis in Finance
Executive Certificate in Financial Planning

Jennifer began her career in the financial services industry in 2003 when she worked as an intern for a private financial planning firm in Cleveland, Ohio that specialized in wealth management for high net worth individuals.  After graduating from college, the firm hired her as a full time Paraplanner, where she was able to develop key client relationship skills and build her knowledge of the industry with a great mentor.   She went on to study for the CERTIFIED FINANCIAL PLANNER™ examination and passed the test before she even met the three-year experience requirement for certification.

Jennifer moved to Arizona in 2006 and began working for a financial planning firm in Tucson that specialized in retirement income planning.  As an Associate Financial Planner, Jennifer worked with a third of the firm’s client base to serve as their main point of contact for questions and concerns, handle requests and conduct research, organize, plan for and facilitate client review meetings, and create, implement and continually review plans to achieve a proper balance with clients’ investments, retirement planning, estate planning, insurance, etc.

Jennifer joined Tocco Financial Services in 2013 and has since achieved the Chartered Federal Employee Benefits Consultant (ChFEBCSM) designation.  A ChFEBCSM practitioner is a financial services professional with a thorough understanding of a multitude of benefits available to Federal government workers including their Thrift Savings Plan, Voluntary Contribution Program, pension, life insurance and social security benefits.  This expertise encompasses extensive training and education in order to specialize in the constantly evolving field of Federal employee benefits consulting.

Jennifer strives to deliver excellent customer service and truly enjoys building relationships with her clients and their families.  Her goal is to use the skills and knowledge she has developed over the years to help others organize their financial lives and achieve financial confidence.

Outside of work, Jennifer enjoys spending time with her husband and two dogs, visiting with friends, Zumba® fitness, traveling, and scuba diving.