Jennifer Wappaus, CFP®, CEPA has been ranked #5 in Virginia on Forbes 2019 Best-In-State Next-Gen Advisors list. Jennifer was also named to the Working Mother/SHOOK Research list of 2019 Top Wealth Advisor Moms.¹ This is the second year Jennifer has earned a spot on the Forbes advisor list representing the future of the wealth management industry. This year’s list spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion.
“Transparency and True Fiduciary® standards are the beacons that drive our culture of client-first value creation,” said Wappaus. “The Forbes recognition highlights our dedication to helping make a positive impact on today's families and future generations.”
Jennifer Wappaus is the Director of First Impressions at PagnatoKarp, guiding CEO Founders on a streamlined path designed to provide a positive client experience. She has over a decade of investment adviser experience and is a founding member of the Singularity University Washington DC Metro Chapter and Secretary of the Washington Women’s Leadership Initiative.
Advisors who made the Forbes 2019 Best-In-State Next-Gen Advisors list were ranked based on an algorithm developed by SHOOK Research. Qualitative and quantitative factors include personal interviews, industry experience, compliance records, quality of practice, revenue produced and assets under management.
The Working Mother 2019 Top Wealth Advisor Moms list features the top 400 mothers working in wealth management today. SHOOK Research considered wealth advisors who are mothers with at least one minor child living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys.
With over $4.2 billion assets under advisement¹, PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. Frequently ranked on top financial advisor lists by Barron’s and Forbes, and a Virginia Best Place to Work¹, PagnatoKarp's goal is to simplify and elevate your life so you have more time to spend on what matters to you most.
Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.
Boutique Family Office for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards where your best interests come first.