Jennifer L. Wappaus, CFP®, CEPA
Director of First Impressions
Jennifer Wappaus, is the Director of First Impressions at PagnatoKarp, guiding CEO Founders on a streamlined path designed to provide a positive client experience. Knowing time is a most valuable asset, Jennifer coordinates PagnatoKarp’s Family Office team to accelerate transitions designed in your best interest. Digital solutions expedite document gathering, e-signatures and banking needs, while bespoke concierge services help maximize value created personally for you. Complete transparency is provided on fees and costs with accountability through True Fiduciary® standards. By focusing on overall well-being, we aim to build relationships that simplify your life and earn your trust.
Jennifer is #5 in VA on 2019 Forbes Next-Gen Best-In-State Wealth Advisors and on the Working Mother/SHOOK Research list of 2019 Top Wealth Advisor Moms.¹ She is a CFP® Professional and a Certified Exit Planning Advisor with over a decade of experience working as an investment adviser representative at PagnatoKarp, Metropolitan Capital Strategies and Morgan Stanley. Her specialties include financial planning education and administration, transitional and sudden wealth and client-first service, as well as trading and operations of hedge funds.
In the community, Jennifer is a founding member of the Singularity University Washington DC Metro Chapter, Secretary of the Washington Women’s Leadership Initiative and serves on the sponsorship committees for Georgetown Lombardi Comprehensive Cancer Center and Women Connecting for a Cure. She is also passionate about the Idiopathic Thrombocytopenic Purpura (ITP) and The Multiple Sclerosis Society of DC, supporting both organizations.
Jennifer received her Bachelors of Science from The Pennsylvania State University, where she played NCAA Division I lacrosse. Currently, Jennifer resides in Reston, VA with her family.