Wildflower Financial

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120 Church St
Santa Cruz, CA 95060

Wildflower Financial, located in Santa Cruz, CA, offers personalized fiduciary financial planning services. Founded in 2017 by Jennipher Lommen, CFP®, the firm aims to assist the community in achieving security, abundance, and satisfaction in all aspects of life.

As a fee-only, registered investment advisory firm adhering to the fiduciary standard, Wildflower Financial provides full-service financial life planning and investment management to a limited number of clients. Their approach combines technical expertise with a profound understanding of each client’s unique goals, values, and lifestyle.

With a focus on bringing clarity, peace of mind, and expert financial advice, Wildflower Financial is dedicated to guiding clients through life transitions with integrated financial planning. The firm's commitment lies in offering comprehensive services that align with the individual needs and aspirations of each client.

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Reviews

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5.02 reviews
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Marisa A.
6/19/2018

Jennipher, owner of Wildflower Financial, is amazing. She helped me to fully understand what my options are and explained the best options for me given my current financial situation. She is...

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Melanie S.
5/30/2018

Can I just say "WOW"!!! Jennipher is an outstanding financial adviser! I met with her to discuss some investing strategies and making some possible changes to what I am already doing. She advised...

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