Jennifer Schnalzer, CDFA®

Financial Consultant
845-445-6210 ext. 1219
Jennifer has worked in the industry since 2016. Prior to Capital Management Group, Jennifer was a Financial Advisor with Wells Fargo Advisors. Jennifer focuses her practice on holistic financial & retirement planning. She takes a comprehensive approach to wealth management which encompasses all aspects of investing, liability management, risk management and trust, estate planning strategies.
She is a graduate of Pace University with a Bachelor’s degree in Science, Criminal Justice and became a Registered Nurse in 2017. She holds FINRA Series 7 & 66 securities registration as well as Life, Health, Accident and Variable Life/Variable Annuities Insurance Licenses.
Jennifer has been involved with several community and networking groups over the years including the North Rockland Chamber of Commerce, the Academy of Finance, the National Association of Divorced Professionals, Master Networks and Rockland Midday Networking Group. She is especially passionate about helping businesses and residents to promote prosperity and enhance the quality of life within the community and loves to connect with like-minded professionals to help support and educate each other to grow individually and professionally.
Jennifer lives in Stony Point, NY with her significant other Gregg, her daughter Alyssa and their two dogs. She loves spending time with her family, reading and the outdoors where she enjoys hiking, kayaking, biking and boating.