Patricia Jennerjohn is a CFP-designated registered investment advisor at Focused Finances, LLC, based in Oakland, CA, with 21 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 68 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3M+ | 0.30% |
Fee Estimator
Contact
Patricia Jennerjohn
Location
1300 Clay Street, Suite 600, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Focused Finances, LLC
State Registrations2 states
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Exams
Additional Information
Patricia Jennerjohn opened her firm, Focused Finances, a sole proprietorship, in 1994, and transitioned it to Focused Finances, LLC, in 2004. Her objective is to help individuals, couples, and small business owners with their financial planning and investment needs. Using the tools of financial planning, she helps clients gain "financial confidence" by seeing how money is here to support and serve them. Pat's advice and insight have been featured in the San Francisco Chronicle, the Oakland Tribune, Money magazine, Real Simple magazine, and www.money.com, among others. She also participates in the NAPFA/Kiplinger's "Jump Start" program.