Jennifer L. Sanchez
INTEGRAL FINANCIAL PLANNING LLC
Naperville, IL
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CRD#: 5584227
Professional summary
Jennifer Lynn Sanchez, CFP®, who also goes by Jennifer Lynn Young, is a registered financial advisor currently at INTEGRAL FINANCIAL PLANNING LLC located in Naperville, Illinois.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jennifer has worked at 1 firm .
Biography
Jennifer L. Sanchez is an educated, compassionate woman whose skill set and experiences suite her well for a role in financial planning. Jennifer is passionate about helping clients achieve their goals, and works diligently to provide the highest quality of work to each and every client. She served on the Midwest Regional Board of Directors for NAPFA to help promote fee-only planning, and currently serves on the NAFPA Consumer Education Board (NCEF). Jennifer attended the University of Illinois in Champaign/ Urbana from which she graduated with High Honors and a Bachelors of Science degree in Accountancy. In 1994, she passed the Certified Public Accountant (CPA) Exam in Illinois and began working for Arthur Andersen LLP in Chicago. While at Andersen, Jennifer was assigned to challenging public and private companies as an experienced audit manager. In 2002, Jennifer pursued a new career in financial planning. From 2002 to 2008, Ms. Sanchez worked for a fee-only financial planning firm. During this time, Jennifer completed the required courses in Financial Planning and passed the comprehensive Certified Financial Planner (CFP) Exam. In 2008, Ms. Sanchez started Integral Financial Planning LLC in Naperville, Illinois. Jennifer is a Registered Investment Adviser with the State of Illinois, and maintains compliance with the continuing education and other requirements set forth by the CFP Board and Illinois Department of Professional Regulators. In addition, Jennifer prepares personal income tax returns for her clients.
Question & Answer
What are your service offerings?
Integral Financial Planning LL...
apply our extensive experience
and then construct a customize...
investments
retirement analysis
college planning
risk management
estate planning and other fina...
we offer Investment Management...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Jennifer Lynn Young
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.
PERSONAL INCOME TAX PREPARATION
SELF-EMPLOYED AT HOME ADDRESS
SINCE 2000
WORK ONLY DURING JANUARY - APRIL
NON-INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Sanchez'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®
Experience
Current
September 2, 2008 - Present
INTEGRAL FINANCIAL PLANNING LLC
RIA
CRD#: 148097
Naperville, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INTEGRAL FINANCIAL PLANNING LLC
INTEGRAL FINANCIAL PLANNING LLC
CRD#: 148097 / SEC#: 801-131517
RIA
Registered Investment Advisory firm - (11/26/2024 Approved)Illinois
Registered Investment Advisory firm - (12/12/2024 Terminated)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
Illinois(9/2/2008)
Exams
Current Firm
INTEGRAL FINANCIAL PLANNING LLC
INTEGRAL FINANCIAL PLANNING LLC
CRD#: 148097 / SEC#: 801-131517
RIA
Registered Investment Advisory firm - (11/26/2024 Approved)Illinois
Registered Investment Advisory firm - (12/12/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Naperville, IL
Mailing Address
Phone number
(630) 219-3315
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 353 |
| AUM (Assets Under Management) | $ 138,407,594 |
Red Flags
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