Jeff Pena

Advisor at Advisor - Charleston, South Carolina, United States

Jeff Pena's Contact Details
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Location
Lexington,Kentucky,United States
Company
Advisor
Jeff Pena's Company Details
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Advisor

Charleston, South Carolina, United States • 9 Employees
Financial Services

Advisor is building a financial hub for the next generation. Our mission is to expand the market for financial services by presenting an alternative to the widening gap between impersonal robo investing and the antiquated models built for only 10% of Americans. Our platform is rooted in the principles of behavioral science and powered by technologies that promote human interactions not clicks, all with the goal of helping our clients build financial wellness in an unpredictable world.The result? Less anxiety, less frustration, and a sense of financial wellness.

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Jeff Pena works in the Financial Services industry.
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