Jennifer Duarte is a wealth advisor in the Los Angeles office of Octavia Wealth Advisors. She draws on her strong analytical skills to understand her clients’ goals and identify financial strengths and weaknesses. Being able to help clients break down preconceived notions about planning is a source of great satisfaction to her. Jennifer’s aim is to empower her clients to create a life that truly matches their financial dreams. She develops client relationships built on honesty, integrity, and positivity. Jennifer also collaborates with internal teams to help develop effective and disciplined processes that increase efficiency and provide the highest standard of client service.
Before joining the Octavia team in 2020, Jennifer was a financial advisor at Merrill Lynch for seven years. Prior to that, she was at AXA Advisors.
Jennifer has a bachelor’s degree from University of California, Irvine. She is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant (ChFC®).
On the personal side
Jennifer is born and raised in Los Angeles, and is very active in the health and fitness community. She enjoys spending time with her family and has a twin sister! Her family owns a few Mexican restaurants in Los Angeles and she’s happy to share her recommendations for the best comfort food!