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Focused Finances, LLC

Inspiring Financial Confidence

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      • Patricia Jennerjohn, CFP®, MBA
      • Melinda McCollister
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Team

Patricia Jennerjohn, CFP®

Patricia Jennerjohn, CFP®, MBA 
Managing Partner

Phone: 877-746-7914
Fax: 510-291-8304
Email: patricia@focusedfinances.com

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Patricia Jennerjohn launched Focused Finances, a sole proprietorship, in 1994. She transitioned to Focused Finances, LLC, in 2004. Read more.


Melinda McCollister

Melinda McCollister  
Client Services Administrator

Email: melinda@focusedfinances.com

Melinda works closely with our clients and prospective clients, handling appointment bookings, and facilitating the often complex paperwork involved with financial planning and investment management activities. Read more.

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Contact

Focused Finances, LLC

Office: 877-746-7914
Toll-Free: 877-746-7914
Fax: 510-291-8304

1300 Clay Street
Suite 600
Oakland, CA 94612

patricia@focusedfinances.com

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Disclosure

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Patricia Jennerjohn, Managing Partner, Focused Finances LLC. Material presented is believed to be from reliable resources and no representations are made as to its accuracy or completeness. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Fee only financial planning and investment advisory services are offered through Focused Finances LLC, a registered investment advisory firm in the state of California.

Copyright © 2023 · Focused Finances, LLC · 1300 Clay Street, Suite 600, Oakland, CA 94612 · 877-746-7914