Jennifer Bennett

Jennifer Bennett is a Portfolio Manager at Trajan Wealth LLC based in Scottsdale, Arizona, where she manages client portfolios and provides fiduciary advisory services to support retirement and investment goals. Her key responsibilities include portfolio construction, asset allocation, and implementing strategies tailored to individual client needs. Jennifer engages closely with high-net-worth individuals and families, focusing on holistic wealth management and long-term financial planning.

She brings substantial experience in portfolio management and financial advisory roles, having previously served as a Financial Advisor at Empower and as an Investment Counselor at Fisher Investments. Her background reflects a strong foundation in equity and fixed income markets as well as retirement planning—core areas she emphasizes in her investment approach. At Trajan Wealth, Jennifer's investment focus covers multi-asset portfolios including equities, fixed income, and retirement assets, specializing in constructing diversified, risk-adjusted strategies.

Jennifer holds dual Bachelor of Arts degrees in Psychology and Human Development and Family Studies from California State University-San Bernardino. Leveraging over 18 years of industry experience, she is recognized for her commitment to client education, sustainable retirement solutions, and empowering clients to navigate complex financial decisions, with particular expertise in supporting women investors as they address unique retirement challenges.