Her Story
About Jenn
Jenn Lightman is a financial planner based in Cumberland, Rhode Island. With five years in the financial services industry following a career switch from her previous role as an EMT at a retirement community for 12 years, she now assists clients across the country with their financial objectives. Lightman helps individuals navigate retirement planning and adjust expenses to make their goals achievable, often through puzzle-solving sessions conducted via Zoom and phone. She earned her Certified Financial Planner designation after completing a year of classroom work and passing a six-hour exam. Her educational background includes a master's degree in finance from Johnson and Wales University in Providence, Rhode Island, which she completed last May, as well as bachelor's degrees in accounting and nursing. Lightman emphasizes the importance of listening carefully to clients to understand their unspoken needs and advises young professionals to maintain a never-give-up attitude while forging their own paths with dedication and passion.
Her Interview
Ten minutes with Jenn
01What’s the best career advice you’ve ever received?
I was told early on to always listen. You have two ears and one mouth for a reason. Especially with clients, listen to the things they're not saying, the things in between what they're actually saying and what they're really meaning. Keep your mouth quiet a little bit longer, especially with clients, and also in meetings with peers.
02What advice would you give to young women entering your industry?
Nothing's impossible. If you want to do something, there's usually a way to get there. You have to take that never-give-up attitude. You can always forge your own path, but you gotta stay dedicated and passionate to it. If you lose those things, if you let the status quo become acceptable, that's where you end up losing that.
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