Jennifer is a financial advisor passionate about helping people. She helps individuals, families and business leadership make informed decisions about their day to day or longer-term wealth planning. With her experience, Jennifer provides guidance on topics such as retirement planning, investment strategies, tax planning, estate planning, and risk management.

She assists individuals, families, and business owners in creating holistic financial plans that encompass various aspects of their financial lives. She considers their short-term and long-term goals, risk tolerance, investment preferences, and estate planning needs to develop customized strategies that align with their aspirations. Through her experience in financial planning, Jennifer empowers her clients to make informed decisions and pursue financial freedom.

Jennifer Crisologo's commitment to excellence, her deep understanding of the financial landscape, and her passion for helping others have earned her a stellar reputation in the industry. As a valued advisor, she advocates for her clients, guiding them on their financial journeys and addressing their financial well-being.

Denise connects with clients to assist with their needs and strives to make each client’s experience positive, professional and efficient. Denise is British and has lived in Australia, California and most recently moved with her children to Florida.

She enjoys learning firsthand about the finance and insurance industry, recently obtaining her insurance license for both California and Florida. 

Outside of work, she spends her free time enjoying the beach with her family, meeting new people and exploring new areas! 

Graziella began her professional journey as an entrepreneur, gaining firsthand experience with the unique challenges faced by small business owners. She then served as a business consultant for a boutique venture capital firm, where she honed her skills in strategic planning for businesses at various growth stages. Transitioning to the role of Finance Manager at an agricultural service company, Graziella led a team of eight, managing both administrative and financial operations.

Since joining LPL in 2022, Graziella has been a key contributor to CFO Solutions, providing financial analysis and strategic planning support to multiple wealth management firms, including Rockwell Wealth Advisors.

Graziella holds a Bachelor’s degree in Business Economics from Universidad Dr. Jose Matias Delgado. She is originally from El Salvador, and currently resides in Oahu, Hawaii.