Jenifer Koch, CFP®, CSS

    Jenifer Koch, CFP, Financial Advisor

    Jenifer Koch is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where she offers professional, comprehensive financial planning services to individuals and small businesses.

    Professional Experience

    • 01

      I began my career in 2013 supporting investment firms with data reconciliation, workflow optimization, and internal auditing. I later advanced into operations and trading, ultimately serving as a Lead Trader at an investment management firm.

    • 02

      From 2020 to 2022, I worked as a paraplanner for boutique advisory firms, strengthening my planning and client support expertise, followed by a role as an Investment Solutions Representative at Fidelity.

    Financial Advisor

    McKee Boyd Group

    Education & Professional Credentials

    • 01

      Indiana University of Pennsylvania | Bachelors of Science in Accounting

    • 02

      James Madison University | CFP® Certification Education Program

    • 03

      CFP® Practitioner, Certified Financial Planner Board of Standards

    • 04

      Investment Advisor Representative

    • 05

      Certified Social Security & Medicare Specialist (CSS™)

    Professional Activities

    • 01

      Financial Mentor for 3rd Decade
    McKee Boyd Group Contacts