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PLANNING TEAM

475 Park Avenue South

Suite 2100

New York, NY 10016

T: 800-262-6644

T: 212-242-2800

F: 212-242-2820

President & Managing Partner

JENNIFER HATCH, CFP®

 

President & Managing Partner

Certified Financial Planner™

jen@christopherstreet.com

 

212.405.1605 | 800.262.6644,ext.1605

  • CERTIFIED FINANCIAL PLANNER™ 

  • Accredited Investment Fiduciary™ (AIF)

  • Accredited Domestic Partnership Advisor℠ (ADPA)

  • Investment Advisor Representative

  • Registered Representative

Jennifer Hatch is the President of Christopher Street Financial, which is celebrating its 35th anniversary specializing in the unique financial issues of LGBT couples, individuals and their allies.  Jen is CERTIFIED FINANCIAL PLANNER™ with over thirty years of investment experience beginning at JP Morgan and Bear Stearns in institutional research sales.   

 

“I find working with individuals and their money to be far more rewarding than working with portfolio managers.  Every individual who walks through our door has their own unique financial situation and their own emotional issues about wealth.  Coaching them to make sound life decisions and live their very best life is what really jazzes me.”

 

In addition to developing solutions to the financial dilemmas of her clients, Jen manages Christopher Street’s team of professionals who provide tax, estate, and financial planning services.  They are proud to present a complete life planning umbrella to their clients.

 

Jen believes that it is CSF’s duty to be both an activist and major donor in the LGBT community.  She is currently Chairing the Board of Directors for a brand new organization creating a Pride Center in her home town of Nyack in Rockland County.  She is also a co-chair of SAGE’s Leadership Committee and is also deeply involved with the efforts of Broadway Cares/Equity Fights AIDS.

 

Jen has received recognition and honors from numerous organizations, including:

 

  • Out Magazine’s OUT 100 List identifying “the year’s most influential, important and interesting people”

  • AVP Courage Award Honoree for “oldest life and wealth management firm dedicated to servicing the needs of the LGBT community and our allies”

  • Outstanding Philanthropic Small Business Award from the Association of Fundraising Professionals NY Chapter

  • Stonewall Community Foundation Women of 2008 Award for Community Action and Leadership.

  • Manhattan Borough President’s Proclamation for being a “visionary leader in the campaign to build and demonstrate LGBT economic power and entrepreneurial savvy”

  • Community Service Award from SAGE (Services and Advocacy for Gay and Lesbian Elders) for her “pioneering work helping same-sex couples navigate the legal and tax world”

 

In addition to her work at Christopher Street, Jen and her spouse, Sue Smith, own and manage commercial and residential rental properties.  They love the design challenges of renovating historical buildings.  Jen and Sue share a home in Nyack, NY - a small, diverse community on the Hudson River, north of Manhattan.

Check the background of this financial professional on FINRA's BrokerCheck.

LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

Call

T: 800-262-6644

T: 212-242-2800

F: 212-242-2820

LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager
LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager
LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

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Christopher Street Financial.

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