Jenna Egan, CFP®, Assistant Vice President, joined Neuberger in 2026. She is a Wealth Planner for The Fraenkel Group, a portfolio management team within Neuberger Wealth. As a CERTIFIED FINANCIAL PLANNER professional, Jenna works closely with the team’s Senior Portfolio Manager, developing comprehensive wealth planning analyses across retirement cash flow, asset allocation, income tax, estate, and risk management strategies. Prior to joining Neuberger, Jenna was a Financial Planning Specialist at Altfest Personal Wealth Management. She began her career at Vanguard as a Financial Advisor. Jenna earned a BS in Financial Planning and Wealth Management with minors in Entrepreneurship and Theater Performance from the University of Delaware and holds Series 7, Series 63, and Series 65 licenses.
