Jenny D’Ambrosio, BS, CFP®, CPWA®
Jenny graduated from the University of Florida in Gainesville, Florida with a Bachelor of Science in Business Administration. She is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Financial Paraplanner Qualified Professional through Kaplan Financial Education. She is also a Certified Private Wealth Advisor.
Prior to joining Warburton Capital, Jenny built an extensive resume in private wealth management utilizing her client service skills as a Private Wealth Associate. She consulted directly with clients to develop goal achievement plans as a Financial Planner. She has dedicated her career to guiding clients through a life of financial purpose by helping define and accomplish goals as a fee-only fiduciary advisor.
In her role as a Financial Advisor at Warburton, she uses thoughtful strategies to help clients make work optional and maintain that status. She is focused on working with wealth accumulators, retirees, women, and young professionals. Jenny is an efficient, detailed-oriented relationship builder.
In her free time, Jenny enjoys being active through pilates, tennis, and hiking. She currently resides in Tulsa and is eager to engage with Tulsa’s philanthropic community as a volunteer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.