Jennie Hunsberger

Financial Advisor, CIMA & CFP®

Email:

jennie@nextstepretire.com

Phone:

(925) 420-4602

Fax:

Office(s):

1600 S. Main Street Suite 125, Walnut Creek, CA. 94596

Assistants:

Kayla Beck kayla@nextstepretire.com

Specialities:

Retirement Planning

Investment Management

401(k) & Workplace Plans

Languages

Artisan Capital Partners

About Jennie Hunsberger

Jennie is a financial advisor specializing in workplace retirement plans and private wealth management. She began her career in 2003 at Ryan Beck & Co. as a Senior Financial Consultant, laying a strong foundation in investment advisory services. She later joined Lincoln Financial as a Regional 401(k) Sales Director, where she deepened her expertise in retirement plan solutions. Her career progressed with roles at Voya as a New Business Consultant and at Fidelity Investments, where she served as Vice President of Defined Contribution Investment Only (DCIO), focusing on institutional retirement strategies.

Jennie then brought her experience to Relation Insurance, working alongside Michael Weintraub to improve investment and fiduciary consulting processes for clients. In 2019, Jennie and Mike co-founded Next Step Retirement, a firm dedicated to delivering specialized retirement plan consulting and wealth management services.

Jennie is a Certified 401k Professional, Certified Plan Fiduciary Advisor, CFP & CIMA Professional.

Outside of work, Jennie enjoys hiking and spending time with her dogs.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Artisan Capital Partners is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.