Jennifer S. Ziegler, CPA/PFS, CFP®

Financial Advisor

Lafayette

Jennifer Ziegler takes a bottom-line approach to assisting her tax clients. That focus, along with her emphasis on helping clients grow and diversify their finances, has earned her a well-deserved reputation as a reliable accountant and advisor with exacting standards.

With 30+ years of accounting experience, principally in the area of taxation and specializing in employee benefit plans, Jennifer’s experience as a financial advisor further serves her clients’ financial planning and investing needs.

Whether I’m assisting a business owner in implementing an employee benefit plan, or helping a client secure his personal finances through wise investment choices, my mission is to help my clients achieve financial success.

— Jennifer Ziegler

Professional and Educational Accreditations

  • Certified Public Accountant, CPA
  • Personal Financial Specialist, PFS
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Has passed FINRA Series 7 and series 66 exams
  • Registered Representative, 1st Global Capital Corporation
  • B.S., Accounting, Magna Cum Laude, University of Southwestern Louisiana (now University of Louisiana at Lafayette)

Civic and Professional Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants
  • Member, Financial Planning Association
  • Former Member, Board of Directors, The Family Tree
  • Member, Lafayette Chamber of Commerce
  • Member, Saint Patrick Catholic Church
  • Former Member, Board of Directors, Lafayette Education Foundation
  • Former President, Rotary Club of Lafayette South
  • Member, The ESOP Association