Jennifer Rose, MBA, CLU®, ChFC®, RICP®
Managing Partner
Jennifer Rose is a Managing Partner at True North Advisors, who works with individuals who want to feel informed and secure about their financial decisions as they approach retirement. She chose this career after seeing how overwhelming financial decisions can feel—and how much relief people experience when they have a clear plan and someone to keep them on track. Jen specializes in retirement income planning, with a particular focus on helping clients stay accountable to the goals that matter most to them. She helps clients turn their priorities into real-world decisions about saving, spending, and timing—so retirement feels well-planned, not unpredictable. With over 19 years of experience, Jen brings experience-backed insight and a well-rounded perspective. She holds the CLU®, ChFC®, and RICP® designations, reflecting advanced training in insurance planning, financial strategy, and retirement income. She earned her undergraduate degree and MBA from the University of Richmond. Clients often appreciate Jen’s structured, steady guidance and her ability to keep long-term plans aligned with real-life changes. She sees her role not as telling people what to do, but as helping them make informed decisions—and then following through on them. Outside of work, Jen enjoys spending time with her kids and grandkids as well as discovering great restaurants and traveling, experiences that reinforce her belief that thoughtful planning should support a life well lived, both now and in retirement.