Jen Swindler

Advisor at Money Illustrated Advisory Services

Updated today
Money Illustrated Advisory Services logo

Firm

Money Illustrated Advisory Services

Location

Bluffdale, UT

Credentials

CFP®

Industry experience

3 years

About

Hi! I’m Jen, fellow human and creator of Money Illustrated. I'm so grateful you're here!

My journey into financial planning began while I was working as a self-employed artist & graphic designer; learning to manage my own finances and variable freelance income is what sparked my interest in understanding money better. This quickly became more than a side hobby, and eventually resulted in my making a career change to pursue an undergraduate degree in financial planning. I later went on to complete a graduate degree in Financial Planning & Analytics. In addition, I obtained the Certified Financial Planner (CFP®) designation, am an Accredited Financial Counselor (AFC®), and a Certified Divorce Financial Analyst (CDFA®).

As a free-spirited, artsy feminist working in the financial planning industry over the years, I never quite fit into the old-school, male-dominated industry (very much in need of diversity and new perspectives). Eventually, I decided I needed to create the space I was searching for. I started Money Illustrated with the hope that I could bring my two worlds of art and financial planning together in order to create something different—an inclusive, progressive, and innovative approach that's both creative and human-centered. My goal is to always act in clients' best interest, while guiding toward financial success and educating on the intricacies of their financial situations. Overall, I want to help others feel empowered to live their dream lives.

No matter what your financial background looks like, I’m here to offer a judgment-free approach that meets you where you are. Financial planning is a tool to help you build a life that feels like your own, focusing on your values, supporting your relationships, and prioritizing what truly matters most to you.

Outside of personal finance, I love to hike in the nearby Rockies, tend to my plants, practice yoga, and paint. I live near Salt Lake City, Utah, with my wonderful partner, an exuberant dog, and two cuddly old cats.

Client services

Based on Money Illustrated Advisory Services

Financial planning Portfolio management

Expertise

Equity Recipients (RS/RSU, SOP, ESPP)

Occupation focus

Artists or Creative

Demographic focus

LGBTQIA Gen Y/Millennials (Born 1980-1995)

Fee options

AUM

0.75%

Hourly

$200

Monthly

$250+

Other

Fees begin at $250/month for an individual and $350/month for a couple. Fees increase based on complexity.

Location

Bluffdale, UT

Most active in

Texas · Utah

Work history

Money Illustrated, LLC

2024 - Present (2 years)

Vincere Wealth Management, LLC

2022 - 2024 (2 years)

Facet Wealth

2020 - 2022 (2 years)

Albion Financial Group

2019 - 2020 (1 year)

Integrated Financial Group

2019 - 2019 (1 year)

Utah Valley University

2015 - 2019 (4 years)

Kelly Education

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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