Jenna Whittaker, CLU®, FSCP® comes to RetireOne with many years of experience in the financial services industry. For most of her career, she has worked as a financial advisor as well as a portfolio manager, operating with a belief in a holistic approach to financial planning that supports protection planning integrated with traditional investments. Jenna has been awarded numerous insurance industry accolades such as MDRT, Allstate’s Honor Ring, Allstate’s Life Producer Council membership as well as many performance based awards.
Jenna is a native North Carolinian and currently resides outside of Asheville, NC. She enjoys many of the outdoor opportunities the mountain area provides. In her spare time, she enjoys planning adventures with her family, reading and traveling.
Jenna holds her FINRA Series 7, 63 & 66 license as well as her NC life, health and long-term care license. Jenna is a lifelong learner and earlier in 2022, she completed her Chartered Life Underwriter designation from The American College of Financial Services. She already holds the Financial Services Certified Professional designation from the same college, awarded in 2019.
Jenna’s NC Insurance License is #6604011.
Check the background of Jenna on FINRA’s BrokerCheck.