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Jena Palisoul, CFP®, ChFC, CLU, CASL®

Jena is a CERTIFIED FINANCIAL PLANNER™ and the program’s facilitator. She began her career at Fidelity Investments, working in both New Hampshire and in Boston. Jena has since focused her career efforts on innovation and towards expanding financial planning and financial services to underserved and overlooked audiences. She has worked on projects for IDEO, at the Society of Grownups (a MassMutual-funded startup in Brookline, MA), for Prudential, State Farm, multiple Department of Defense contractors, and for other start up entities and non-profit organizations. Jena received her B.S. from Excelsior University and earned her M.S. in Financial Services from The American College of Financial Services. She also holds the ChFC®, CLU®, and CASL® designations.