Jamie is a Financial Advisor Associate who is following in the footsteps of her father, Morrie W Reiff, founder and President of Planned Asset Management. Her expertise is financial planning and money management for women, the next generation, and capital gains bypass trusts. Jamie has been working with Planned Asset Management in many capacities for more than 10 years. Starting in 2016, Jamie has committed to obtaining her Certified Financial Planner (CFP) designation, security licenses, and has obtained her Insurance license. She is currently a CFP candidate.
In addition to financial planning, Jamie has initiated and now manages Planned Asset Management’s Social Media Marketing campaign. She has instilled a strong internet based presence for Planned Asset Management and continues to monitor the ever-changing forms of media and technology.
Jamie graduated Chapman University with a degree in Public Relations and Advertising from the Dodge College of Film & Television. She was able to travel and work as the production coordinator on many TV shows such as NBC’s “Betty White’s Off Their Rockers”, ABC’s “The Taste”, “The Bachelor” and “The Bachelorette”.
Jamie enjoys traveling, cooking, going to the movies and watching football.