Jennifer Jorgenson, AIF®, CFS, CPFA™

Jennifer Jorgenson, AIF®, CFS, CPFA™

Retirement Plan Consultant

Jennifer is a Retirement Plan Consultant based out of SageView’s Minneapolis, Minnesota office. Her experience working with both plan sponsors and individual clients have provided her with a vast perspective that is valuable in building successful financial solutions. As the financial services industry continues to evolve, she strives to help clients grow by finding impactful ways to serve them. 

Jennifer works alongside plan sponsors to pursue better retirement outcomes for their employees by helping them identify, create, and implement a retirement plan benefit that is customized to meet their unique needs.  By providing consulting services for a variety of organizations and corporations of all sizes (including unions, foundations, not-for-profit, professional employer organizations (PEOs), physician owned employer groups), she is familiar with the nuisances that comes with each organization. 

She guides individuals with customized financial strategies aimed at being efficient and successful.  She is thankful for her relationships with her clients, whom are like family.   Many of her long-term clients have turned to her for their multi-generational wealth needs. 

Jennifer grew up in Minnesota and attended the University of North Dakota.  As a result of living in several states throughout the years, she has clients that reside in a variety of locations.  Outside of work she is a competitive tennis player who loves spending summers on the water in Minnesota and volunteers with special needs organizations. 

“An investment in knowledge always pays the best interest” – Benjamin Franklin