Jenny Chung, CFP®, CIMA®, CDFA®

Wealth Advisor

Jenny Chung earned her Master’s in Education and was a teacher before transitioning her career to financial services. She finds that she often uses a lot of the skills she used as a teacher in her work, especially those of listening and assessing what clients are communicating. She has been working in financial services for about 20 years and most recently came from several years at Morgan Stanley wealth management.

As a Wealth Advisor, Jenny seeks to work with individuals and families to help them live a full life. She especially enjoys helping people while they are going through major transitions in their lives such a divorce, the death of a spouse/parent, transitions in careers and decisions regarding retirement. It’s in those times that clients truly need help navigating new territory and she feels it’s an honor to be able to help clients do so.

Jenny is a CERTIFIED FINANCIAL PLANNER™ professional through Northwestern University’s certification program. She earned a Bachelor of Arts from the University of Illinois and her Masters in Education from the University of Illinois in Chicago. Jenny is also a Certified Divorce Financial Analyst® (CDFA®) professional and a Certified Investment Management Analyst® (CIMA®) certificant. She and her husband have three children.

If you want to work with a wealth advisor who listens and cares about what’s important to you, call Jenny.


Discover more about how we can help you enjoy a full life.