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Jennifer V

ChFC®, Series 63

Ridgecrest, CA

SPC

Jennifer Vargas is a financial advisor at SPC with 27 years of industry experience. She holds the ChFC® and Series 63 designations. Jennifer is also the owner of Q4 Insurance & Financial Services, Inc., where she has been involved for over two decades, and she provides notary public services in California. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and retirement plan services through a network of over 460 advisers, employing strategies that include discretionary management with regular monitoring and rebalancing.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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