Jennifer S. Sale

Jennifer S. Sale is a Financial Educator and a licensed Financial Professional in multiple states who believes success should be measured not just by your financial well-being, but by how confident you feel about your financial future. With over 18 years of financial industry experience, her mission is to help individuals and families reach their financial goals through a personal long-term relationship based on a thorough, honest approach to help them manage their money. Jennifer understands that compassionate and ethical client service is a priority. As an instructor for AFES, she enjoys educating individuals and their families on the importance of designing a diverse, conservative financial plan based on their individual needs and wants. An advocate of financial literacy at all ages, Jennifer feels the AFES courses offer insight into the many moving pieces of retirement income, tax consequences, and potential expenses specific to aging. Outside of AFES classes, Jennifer focuses on retirement planning with safe money strategies. She helps clients prioritize, grow, and protect their assets so they can spend their retirement years enjoying life without the worry of outliving their money. Jennifer is the President of Monte Rosa Insurance Agency, based in Orange, CA. Jennifer has been married for 27 years and they have two adult children. After living in Southern California for half of her life, she moved her family to South Carolina to give her children additional opportunities. Jennifer was born and raised in Southern California where she currently resides with her husband and English Bulldog Roxy.