Wildflower Financial

At Wildflower Financial, we believe that financial planning is not just about managing your money, but about cultivating a life of purpose and fulfillment. Our mission is to empower individuals and families in Santa Cruz and beyond to achieve financial security, abundance, and satisfaction in every aspect of their lives.

Our Story

Founded in 2017 by Jennipher Lommen, CFP, Wildflower Financial is a fee-only, registered investment advisory firm grounded in the fiduciary standard of duty. Our goal is to provide comprehensive financial planning and investment management services to a select number of clients, helping them navigate life's transitions and achieve their unique goals and values.

Our Services

We offer a range of services designed to help you achieve financial clarity and peace of mind. Our services include:

• Comprehensive financial planning: We take a holistic approach to financial planning, considering every aspect of your life and creating a personalized plan that aligns with your goals and values.
• Investment management: Our investment philosophy is centered around your goals and risk tolerance, and we work to create a diversified investment portfolio that helps you achieve your objectives.
• Tax planning: We'll work with you to minimize your tax liability and maximize your savings.

Our Approach

At Wildflower Financial, we believe in taking a collaborative approach to financial planning. We take the time to get to know our clients, understand their goals, ideals, and values, and work together to find the best approach to investing, saving, tax planning, and other important financial life decisions. We're committed to providing personalized, fiduciary guidance that always puts your best interests first.