Advisors at this firm
Jennifer B
CFP®
San Jose, CA
Intentional Wealth Partners
I am committed to supporting individuals through life’s transitions—whether it’s a career shift, divorce, loss of a loved one, inheritance, or other major life events. Change can be overwhelming, and my mission is to help clients move through it with confidence, security, and a clear plan for what comes next. With a holistic and compassionate approach, I help simplify complex financial decisions—addressing everything from budgeting and cash flow to tax considerations, investment strategy, and estate planning. Each plan is personalized to reflect your goals, values, and unique circumstances. Since beginning my career in 2006, I’ve worked across wealth management, employee benefits, and financial education. Over the years, I’ve seen how empowering it can be when people gain control and understanding over their finances—especially during uncertain times. I’m particularly passionate about working with Solo Agers and women navigating life transitions. Having rebuilt my own financial foundation after becoming a single mom in 2010, I understand firsthand the challenges and opportunities that come with starting over. Through persistence and smart financial choices, I achieved one of my proudest milestones—purchasing my own condo in 2021. I am based in the San Francisco Bay Area and work with clients all across the country. In my spare time, I enjoy nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with my daughter and our two rescue cats, Turbo and Tyson. If you're ready to embark on your financial journey with a trusted partner by your side, I invite you to schedule a complimentary consultation with me at https://calendly.com/jenniferbush-iwp/intro-call. Together, we'll navigate life's financial transitions with confidence and purpose.
Leah H
Series 66
Cleveland, OH
Intentional Wealth Partners
Leah Hadley is a financial advisor with Intentional Wealth Partners in Cleveland, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Intentional Wealth Partners since 2017 and is also President of Great Lakes Divorce Financial Solutions, LLC, a consulting firm specializing in financial services for individuals undergoing divorce and their attorneys. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, incorporating fundamental security analysis and modern portfolio theory. The firm is notable for its public education initiatives and specialized expertise in divorce financial consulting and forensic valuation.
Michelle R
Series 65
Cleveland, OH
Intentional Wealth Partners
Michelle Raddell is a financial advisor at Intentional Wealth Partners with two years of industry experience. She holds a Series 65 designation and previously worked at John Carroll University and New York University. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning services. The firm combines fundamental security analysis with modern portfolio theory and maintains specialized expertise in divorce planning and financial forensics.
Denise F
Series 63, Series 66
Cleveland, OH
Intentional Wealth Partners
Denise French is a financial advisor with Intentional Wealth Partners, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her previous roles include positions at Belpointe Asset Management, Engrave Wealth Partners, and Voya Financial Advisors. She is also involved in divorce mediation and financial education through Divorce Strategies Group and owns SHFD Forensics, which provides forensic accounting and business valuation services. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, business planning, and risk management. The firm combines fundamental security analysis with modern portfolio theory and maintains a specialized focus on divorce-related financial consulting and forensic valuation.