Jennifer Barthol, CEP®

Estate, Retirement &
Financial Planning Educators, LLC

14019 SW Freeway, #301/305
Sugar Land, TX 77478
(832) 444-6160
(888) 251-9843

erfpe.llc@gmail.com
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CEP® Date Awarded
June 1, 2021

Jennifer B. Barthol, CEP®
Founder - Estate, Retirement and Financial Planning Educators

Jennifer collaborates with financial, tax, and legal experts to offer comprehensive financial planning and wealth protection strategies.  She brings a wealth of experience to guide clients in making confident financial decisions.  She began her career as an Annuity Correspondent (Registered Representative) in New York, later serving as an Estate Planning Paralegal, helping residents secure their financial future. She presently resides in Houston TX and assists residents with their estate, retirement and financial planning objectives.  She holds life insurance licenses in several states including Texas and New York.  Her availability to connect with you is directly or via Calendly.com/erfpe.

Her Mantra: When People Are Educated  On Anything, They Make Better Decisions.  

She is VA Proud.  Thank you" Veterans. https://helpvet.net/listing/jennifer-b-barthol/
 

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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