Episode 2

Published on:

14th Nov 2020

The Smart Money Gal - Who is Swan Financial

In this episode, Jennifer provides an overview on her company, Swan Financial Advisors, and the services they provide to clients. Navigating the complex world of personal and business finances isn't an easy task, but Jennifer and her team work diligently to alleviate some of this burden.

Through meeting with Jennifer, clients can walk away with the confidence and tools necessary to make smart financial decisions that better position themselves, and their families, for numerous forms of success in life.

Tune in and allow The Smart Money Gal to share more about her business and why it might just be the right fit for you.


00:28 - What it means to be a women-focused financial firm

02:08 - Jennifer tells the story behind the name of her firm "Swan Financial"

05:10 - Jennifer tells the story behind the name of this podcast and her blog "Smart Money Gal"

11:20 - Jennifer discusses the different service Swan Financial provides

19:01 - Jennifer talks about her motivations behind this career path

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About the Podcast

The Smart Money Gal
Develop a healthy and empowered relationship with your money
Jennifer Perri, a.k.a. ” The Smart Money Gal”, is a Holistic Money Coach, Registered Financial Consultant (RFC) and Best-Selling Author with over 15 years of industry experience. Jennifer helps women transition from trauma to triumph and develop a healthy and empowered relationship with money. This will equip them will the confidence and tools necessary to make smart financial decisions for themselves and their families. She has been cited for her knowledge and has appeared on sources such as ABC, NBC, FOX, CBS, The Boston Globe, Newsweek, Fortune and Forbes.

In addition to her hands-on work in the field with clients, she was a contributor to the Amazon bestselling book, “Dare to Succeed” with Jack Canfield, creator of the Chicken Soup for the Soul series. Some of her other works have been featured in Little Pink Book, Wall Street Select, Huffington Post, Newsweek and various other circulations.

Join Jennifer each episode as she tackles the complicated conversations surrounding our personal wealth.