Focus: Insurance Strategies, Investment Strategies, Group Benefits, Risk Management Strategies, Retirement Income Planning, College Funding Strategies, Business Owners, Charitable Giving, Business Succession Planning, Estate Planning
Penny is in her eighteenth year as a financial services representative with Commonwealth Financial Partners, a Massachusetts Mutual Life Insurance Company general agency. She earned a Masters of Business Administration in Finance from Florida Institute of Technology in 1999 and received her bachelors in Business Administration in Accounting from California State University, Fresno in 1992.
Penny is a Certified Financial PlannerTM professional who offers comprehensive financial and retirement planning as well as information on many companies’ insurance products such as life, disability income and long-term care insurance. With a Masters degree in Finance she is a proficient advisor in investment and annuity strategies. She is also certified in long-term care, and works with her clients to help them understand how they can help protect their assets from the financial impact of a long-term care situation. She is the long-term care specialist in the Virginia Beach agency.
For over twenty-nine years Penny has been working in finance. Prior to Commonwealth Financial Partners, Penny worked as a civilian budget analyst for the Navy providing consultation on multi-million dollar public works projects and contracts. She has also served as an accounting systems analyst, financial counselor, accountant and banker.
Penny is involved with charitable organizations, serving on the board of a non-profit organization based in OH and supporting other local charities. She is also very involved at her church along with her husband of 29 years. Additionally she is mom & taxi cab driver for her 11 year old daughter.
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