Jennifer A. O’Hara

CFP®, MS

Private Client Group Advisor

To live a fulfilled life, know what is most important to you. Your "why" is what sustains you in moments of transition and allows you to fully appreciate the good times and your accomplishments. None of this can be realized without thought and planning!

3655 Route 202 Suite 140 Doylestown, PA 18902
215-345-5601

Jen has been involved in the financial services industry since 2008. Prior to joining Savant, she was a director of wealth management for a national registered investment advisory firm.

Jen earned a bachelor of arts degree in history with a minor in anthropology from The Pennsylvania State University and a master of science degree in personal financial planning from Kansas State University with a graduate certificate in financial therapy. She is a CERTIFIED FINANCIAL PLANNER™ professional. Jen volunteers as a mentor for business/accounting and finance students at William Paterson University.

Jen and her husband Patrick have a son, Connor. She loves to cook, travel, and be outdoors. Her family is trying to visit all 50 states (they are more than halfway there) and all 30 Major League Baseball stadiums (they are almost halfway there). Jen loves to learn and challenge herself. Her latest venture is learning guitar and mandolin.


Education &
Designations

  • Pennsylvania State University
    Bachelor of Arts in History
  • Kansas State University
    Master of Science in Personal Financial Planning
    Graduate Certificate in Financial Therapy
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • William Paterson University – mentor

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.