Jenifer Bollinger, WCC Treasurer, recently sat down and talked to us.
What is your business?
I am a personal CFO. I work with individuals and families helping them manage their finances so they can achieve their short and long-term goals. My focus is providing stress free strategies to help put an end to the procrastination that commonly accompanies implementing savings programs.
Where are you from?
I was born and raised in St. Charles Missouri…just west of St. Louis. I left MO in 1995 and moved to New York City. I lived there until moving here to Miami in 2006.
How did you come to Miami?
The company I was working for at the time was based in Miami. After a promotion, my responsibilities became more corporate, so I was asked to relocate here to Miami.
What is your professional/business history?
I worked in the Fashion Industry for 25 years in Retail Marketing and Brand Development. After exiting the industry in 2016, I decided to focus on personal finance so I could not only take better control of my family’s investments but also help others who may have made poor decisions, or delayed decisions (much like myself) around protection and retirement planning.
What makes your business successful/unique? Anything you take special attention to or pride in?
My practice is unique because I’ve been where most of my clients are and can personally relate to the intimidation of “financial planning”. We either think we don’t have enough to invest or we waited too late to plan so therefore we don’t do anything. Financial strategies are not one-size-fits-all. Everyone has room for improvement and can benefit from advice that is right for them and their goals.
How is it running a female owned business? Struggles? Advantages?
My practice is advantaged because I am female. The financial industry is male dominated and most of us were raised to feel that financial decisions are “man” decisions. I am one of many who want to change that mindset. Women are so hyper focused on their weight…their looks…their children…and their relationships. All of these things are connected to money in some way…let’s take that hyper-sensitivity and apply it to understanding our finances and see how it impacts everything else!
Aside from running the business, what are some of your personal interests?
As far as my personal life is concerned, I spend all my spare time with my daughter and my husband. We love to play games, bake, do crafts, and watch movies together. Spending time with my daughter and being there for her whenever she needs me is the most important thing in the world to me.