Jenna Leigh Israni

Employer firm

Tfc Financial Management Inc CRD 105062

$1.78B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ADMINISTRATIVE,CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  Tfc Financial Management, Inc.
  Boston, MA
• 09/2019 → 03/2020
  Morana Law Office, Llc
  Andover, MA
• 10/2016 → 09/2019
  Tiaa Kaspick
  Boston, MA
• 02/2009 → 10/2016
  Fiduciary Trust Company
  Boston, MA

Designations

• Chartered Financial Consultant