Orem, UT
Jenna Smith
Hi 👋🏼 I’m Jenna. I work with individuals and families who want to be intentional with their money and make informed financial decisions.
My approach brings together financial planning and the behavioral side of money. I help clients understand how their habits, emotions, and experiences can influence financial decisions, then work with them to build a plan that fits their real lives. Whether we are discussing investments, retirement, taxes, insurance, estate planning, or cash flow, I want clients to understand their options and the reasoning behind each decision.
I want clients to understand the ‘why’ behind their financial plan, feel comfortable asking questions, and take an active role in making informed decisions about their money.
Meet with
Jenna
Featured in:
No items found.
Our team
How can I help?
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Published Content
Jenna
’s published work
Jenna
’s resources
Get to know
Jenna
Jenna Smith is a financial advisor who is passionate about helping individuals and families better understand the decisions they make with their money.
As an Accredited Financial Counselor (AFC®), Jenna brings a behavioral perspective to financial planning. She recognizes that a financial plan needs to work in a client’s day-to-day life, not simply on paper. Her work brings together investments, retirement, tax planning, insurance, estate planning, and cash flow while helping clients understand how each part connects.
Jenna’s interest in financial planning is personal. Growing up around financial stress showed her how strongly money can affect relationships and family life. When she discovered a career that would allow her to help people better understand their finances and make informed decisions, she knew it was the direction she wanted to pursue.
She has received the Charles Schwab RIA Talent Advantage Scholarship and the Charles Schwab CFP® Certification Scholarship. Jenna is also active in the financial planning community and has spoken at industry events including Wealth Management EDGE and Bob Veres’ Insider’s Forum.
Outside of work, Jenna enjoys traveling, running, skiing, attending industry conferences, and finding an excuse to spend time outdoors.
Connect with
Jenna
:
How did you become a financial advisor?
I grew up surrounded by financial stress and saw firsthand how much it could affect relationships and family life. When I learned there was a career where I could help people better understand their finances, reduce some of that uncertainty, and make thoughtful decisions about their money, I knew it was the path I wanted to pursue.
What types of clients do you work with?
I work with individuals and families who want to be intentional with their money and take an active role in their financial decisions. I enjoy working with people who want to understand their options, get organized, and create a clear direction for what comes next.
What areas of expertise do you have?
My work spans comprehensive financial planning, including retirement, investments, tax planning, insurance, estate planning, and cash flow.
As an Accredited Financial Counselor (AFC®), I also have a strong background in financial behavior. I’m especially interested in understanding how habits, emotions, and past experiences influence financial decisions and how those factors can be incorporated into a practical plan.
What kinds of strategies do you help clients with?
I help clients think through decisions that can have a significant impact on their financial lives, from saving and investing to retirement, taxes, insurance, and estate planning.
That might include deciding how much to save, evaluating different account types, developing a retirement income strategy, planning around a life transition, or simply getting organized and determining what to prioritize next.
What is your favorite part of working with clients?
My favorite part is watching things start to click.
Money can feel overwhelming when there are many decisions competing for your attention. I enjoy helping clients take something that once felt complicated or stressful and turn it into a plan they can understand, follow, and revisit as their lives change.
What is it like partnering with Savvy?
I’m excited to begin my journey with Savvy and explore the resources, technology, and collaborative environment available to support my work with clients. I’m looking forward to building relationships with the team and continuing to grow as an advisor while staying focused on helping clients better understand their financial lives and make informed decisions.
Connect with
Jenna
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Blue Barn Wealth is a financial services group offering investment advisory services through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Blue Barn Wealth is not a separately registered investment advisor.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.