Profile
Jeanna Fifer worked as a Financial Planner at Cahill Financial Advisors, Inc. and as a Financial Planning Specialist at White Oaks Wealth Advisors, Inc. She received her undergraduate degree from the University of Minnesota in 2008.
Former positions of Jeanna Fifer
Companies | Position | End |
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White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc. Investment ManagersFinance White Oaks Wealth Advisors, Inc. engages in the provision of investment advisory and wealth management services. It offers financial planning, family office services, and trust services. The company was founded by Robert Klosterman in 1986 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Portfolio Manager-Equities | - |
Training of Jeanna Fifer
University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Finance |
White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc. Investment ManagersFinance White Oaks Wealth Advisors, Inc. engages in the provision of investment advisory and wealth management services. It offers financial planning, family office services, and trust services. The company was founded by Robert Klosterman in 1986 and is headquartered in Minneapolis, MN. | Finance |
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