Seeking honest, fee-only financial planning, investment, or tax advice in Santa Cruz County and beyond?

Wildflower Financial can help.

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I am Jennipher Lommen, CFP® and founder of Wildflower Financial LLC, in Santa Cruz, California.  My goal is to help women and their families find confidence, security and abundance in every aspect of their financial lives. I founded Wildflower Financial LLC as a fee-only, registered investment advisory firm, grounded in the fiduciary standard of duty.

Whether you are facing a life transition, looking to organize your finances, searching for investment advice or need help with tax preparation, together we can cultivate a clear financial plan to help you reach your financial goals.

Our services include

  • Financial planning

  • Investment management

  • Tax services

Call for a free consultation

We offer ongoing, limited, and hourly financial planning and investment management options, in consideration of your independent circumstances and needs.

Do you have questions about your portfolio?  

 
Financial Planning Blossoming

Learn more about who we are and what we do...

Ready to begin your own financial garden design?

Financial Peace of Mind

Find out what we are thinking about in our blog...

Here are some tips for the tax puzzle