Jennifer Read | CPFA
Role and Expertise
As the Education Manager and Special Projects Coordinator at FRS Advisors, Jen is responsible for developing and assessing education plans for the firm’s retirement plan clients. She assists employers with creating an overall education strategy that aims to ensure their employees are prepared for retirement and can achieve their retirement goals. She also handles scheduling and delivering educational seminars directly to employees and is involved with the preparation of FRS Advisors’ retirement plan presentation materials.
Jen has a background in financial services as well as in education. Prior to entering the retirement plan industry, she spent several years working for a social service agency in their education department. After making a career change and entering the financial services field, she worked for a private wealth advisory firm as a Client Service Manager and most recently as a Retirement Plan Account Manager at Lincoln Financial Group. She received a B.A. in Psychology from Susquehanna University and an Elementary Teaching Certification from West Chester University. She holds series 7 & 63 securities registrations through LPL Financial and she recently obtained the Certified Plan Fiduciary Advisor (CPFA) Designation.