Jennifer S. Bush
INTENTIONAL WEALTH PARTNERS | Financial Planner
San Jose, CA
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CRD#: 4730785
Professional summary
Jennifer Suzzane Bush, CFP® is a registered financial advisor currently at INTENTIONAL WEALTH PARTNERS located in San Jose, California.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jennifer has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Core Areas of Focus
Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Buying a Home
Career Change
Asset Allocation
Disaster Recovery
Investment Management
Estate Planning
Employee Benefits
Government & Military
Getting Divorced
Getting Married
Mutual Funds
Insurance
Job Loss
Life Planning
Retirement
Long-term Care
Starting a Family
Medical & Health Issues
Sudden Wealth
Personal Taxes
Women's Finances
Biography
As a child, I was drawn to the world of finance, captivated by being the banker and in charge of the money in Monopoly. Pursuing that dream, I embarked on the path to becoming an accountant. However, life had other plans, leading me down a different road—one that I now embrace with enthusiasm and purpose!
Today, my focus is on guiding clients through the pivotal transition into retirement, ensuring they navigate this significant phase with confidence and clarity. I take pride in unraveling the complexities of financial management, helping clients orchestrate their post-retirement cash flow, and crafting actionable plans to support their early retirement years.
With a holistic approach, I delve into the nuances of Social Security optimization, Medicare enrollment strategies, tax planning tactics, and the intricacies of Required Minimum Distributions (RMDs). I offer counsel on thoughtful investment allocation, asset protection, and comprehensive estate planning, providing a roadmap tailored to each client’s unique circumstances.
My journey into financial services spans back to 2006, encompassing roles in wealth management, employee benefits, and financial education. I am passionate about simplifying the complexities of finance and thrive on guiding clients towards financial wellness.
I have a special dedication to Solo Agers and empowering women navigating life transitions, drawing from my own journey of resilience after unexpectedly becoming divorced and a single mom in 2010. Through diligence and prudent financial management, I achieved the milestone of purchasing my own condo in 2021!
When not working, I enjoy nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with my daughter and two kitties.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Income Management
Estate Planning
Tax Planning
Social Security Planning
Investment Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Suzzane Bush's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
December 8, 2025 - Present
INTENTIONAL WEALTH PARTNERS
RIA
CRD#: 286157
San Jose, CA
Past
November 16, 2021 - November 24, 2025
MAINSTREET FINANCIAL PLANNING, INC.
RIA
CRD#: 123189
LOS GATOS, CA
Past
March 9, 2016 - November 20, 2021
JOHNSON LYMAN WEALTH ADVISORS
RIA
CRD#: 150150
LOS ALTOS, CA
Past
January 27, 2004 - August 6, 2008
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.
BD
CRD#: 41936
REDWOOD CITY, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/8/2025)
IAR
Ohio(12/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
IW
INTENTIONAL WEALTH PARTNERS
GREAT LAKES INVESTMENT MANAGEMENT, LLC | INTENTIONAL WEALTH PARTNERS
CRD#: 286157 / SEC#:
California
Registered Investment Advisory firm - (6/18/2020 Approved)Louisiana
Registered Investment Advisory firm - (12/18/2024 Terminated)Ohio
Registered Investment Advisory firm - (2/8/2017 Approved)Texas
Registered Investment Advisory firm - (12/4/2018 Approved)Virginia
Registered Investment Advisory firm - (8/18/2021 Approved)PREMIUM
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Contact information
Main Address
7017 Pearl Rd Suite 12, Cleveland, OH 44130
Mailing Address
Phone number
(440) 545-1001
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 228 |
| AUM (Assets Under Management) | $ 50,176,506 |
Red Flags
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Company Information
INTENTIONAL WEALTH PARTNERS
Financial PlannerCRD#: 286157San Jose, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
