Jennifer (Brochu) Chase joined RGB Financial in 2009 and has been instrumental in developing the RGB Financial team and culture. Jennifer is a partner at RGB Financial along with her father Robert Brochu, the founder, and brother David Brochu. Jennifer specializes in financial planning and wealth management.
In 2010 she completed her CERTIFIED FINANCIAL PLANNER™ designation. Jennifer specializes in plan development & design for our clients. She leads planning engagements with our clients and maximizes her time with clients by helping them to better understand how their financial and personal lives intersect. She also helps them to discover and verbalize their long-term financial goals. Jennifer leverages this information to construct an initial financial plan that sets the course for clients to navigate to financial success.
Jennifer is also an integral part of the RGB Financial Investment Committee and in addition to her role as Advisor she works with the client service team ensuring that all clients receive consistent, meaningful, and quality service.
Prior to joining RGB, she was a Senior Associate in the Global Wealth Management division of Alliance Bernstein, where she led a team with over a billion dollars in client assets under management. Her focus at AB was comprehensive wealth planning, investment management, and client service for high-net-worth individuals.
Jennifer graduated Magna Cum Laude from the Northeastern University with a Bachelor of Science degree in Financing & Accounting. She currently maintains her Series 7 & 63 registrations with LPL Financial, maintains a CT Producer’s license for life and health insurance, and she is a CERTIFIED FINANCIAL PLANNING™ (CFP®) practitioner.
Jennifer lives in Avon, CT with her husband Michael, and two sons, Connor and Ethan. Jennifer enjoys spending time with her family, traveling, and interior decorating.