Jennifer Joseph, FSCP®, is a Financial Adviser with Eagle Strategies LLC, where she provides tailored strategies in estate conservation, retirement planning, college funding, insurance protection, and comprehensive financial and business planning. With a strong foundation in both investment advisory services and insurance solutions, she offers clients a holistic approach to building, protecting, and preserving their wealth. Jennifer is also licensed as an Agent with New York Life Insurance Company and a Registered Representative with NYLIFE Securities LLC, enabling her to guide clients through a wide range of financial tools and long-term planning options.
In addition to her advisory work, Jennifer serves as a Financial Educator with Money Management Educators, Inc., delivering interactive financial-wellness programs to organizations nationwide. She brings a commitment to financial literacy and a passion for helping individuals and business owners make informed, forward-thinking decisions. Jennifer’s dual background in engineering and financial analysis, paired with her Financial Services Certified Professional designation, enhances her analytical approach and her ability to distill complex financial topics for professional audiences—including attorneys seeking to strengthen their law-firm management and financial planning strategies.
