Wealth Advisor

Professional Experience
As a Wealth Advisor and founding member of Petros Family Wealth, an independent Registered Investment Advisor (RIA), Breanna Jensen is pivotal to both strategic client advisement and firm operations.

In her advisory role, Breanna integrates comprehensive retirement planning, tax planning, estate planning, and investment management to build tailored financial solutions. Leveraging her deep background as a dedicated paraplanner, she ensures clients' needs are consistently met with precision while continuing to provide expert support for the firm's financial planning tools and online platforms. Operationally, Breanna spearheads marketing initiatives and oversees critical systems for account maintenance and money transfers, ensuring a seamless and efficient experience for every client.

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Education

Bachelor of Arts (Major: Finance and Marketing), Bethel University, St. Paul, MN

Professional Designations
CERTIFIED FINANCIAL PLANNER®