Jen Torrey, CFP, CLU, RICP in

Jen Torrey, CFP, CLU, RICP

Critic · DISC type C
Wealth Management Advisor at Northwestern Mutual
📍 United States

Jen Torrey is the Founder and Wealth Management Advisor at Altius Wealth, affiliated with Northwestern Mutual. An award-winning advisor repeatedly recognized by Forbes, she specializes in creating personalized financial plans for executives and business owners. She is a University of Pittsburgh graduate and holds CFP®, CLU®, and RICP® designations.

Outside of work, Jen lives in Durham with her husband and three children. She enjoys traveling, spending time at the North Carolina coast, and visiting family in Ohio. She is also a listener of personal development podcasts, with Mel Robbins being a particular favorite.

Her favorite quote is: “Enjoy the little things in life, for one day you may look back and realize they were the big things. ”

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Experience
33 Years
Current Role
Wealth Management Advisor
Location
United States
Personality Overview

How Jen shows up

Critic
Precise
Negotiator

It is very likely that they will negotiate pricing or other important terms. They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Priorities

Topics Jen cares about

Personal Financial Planning
Her core philosophy is building uniquely personal and strategic financial plans shaped around each client's individual goals and fostering transparent communication.
Supporting Women
Specializes in wealth management for successful women and has been named a "Top Women Wealth Advisor" by Forbes and a "Top Wealth Advisor Mom" by Working Mother.
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Career

Work history

8-2004
Wealth Management Advisor
Northwestern Mutual
4-2002 - 9-2004
Financial Advisor
RSM McGladrey
9-1999 - 4-2002
Case Manager & Training Consultant
Fulcrum Financial Advisors/Metlife
6-1995 - 8-1999
Associate Advisor
Hunter Associates
2-1992 - 6-1995
College Intern Associate (sophomore year)
Smith Barney
In the press

Media appearances

Jen Torrey, Founder & Wealth Management Advisor - Raleigh, NC. Featured in Northwestern Mutual
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Jennifer Torrey - Altius Wealth | Northwestern Mutual. Featured in Forbes
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Education
1998 - 2000
Certified Financial Planner
College for Financial Planning
1991 - 1995
Bachelor of Science (B.S.)
University of Pittsburgh
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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