Jennifer Calara, Veteran in

Jennifer Calara, Veteran

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Owner - Wealth Strategy at The Calara Agency
📍 Washington DC-Baltimore Area, United States

Jennifer Calara is the owner of The Calara Agency, where she acts as a wealth strategist for high-income professionals in the DC, Maryland, and Virginia area. A graduate of the University of Colorado, she holds Series 65 and 63 certifications and focuses on creating coordinated financial strategies and tax-efficient retirement plans.

A U. S. Army veteran, Jennifer is actively involved in her community as an Ambassador for the Frederick Chamber of Commerce and a volunteer for the Asian American Center of Frederick. Her personal interests include boating and skiing, and she participates in community food drives.

Jennifer is a panelist on the topic of "Financial Momentum: Building Wealth and Security for Women" at an upcoming conference.

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Experience
16 Years
Current Role
Owner - Wealth Strategy
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Jennifer shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jennifer cares about

Wealth Strategy
Her agency serves as a "financial quarterback, " providing comprehensive planning for professionals with complex financial lives and consequential decisions.
Tax-Efficient Planning
Her professional focus is on helping high earners build a "tax free exit, " indicating a deep expertise in long-term tax mitigation strategies for retirement.
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Career

Work history

3-2018
Owner - Wealth Strategy
The Calara Agency
3-2018 - 5-2024
Agency Owner and Financial Planner
Farmers Insurance
10-2017 - 3-2018
Consultant/Agency Establishment
Farmers Insurance
6-2013 - 5-2017
Agency Development & Financial Services
Allstate
2-2000 - 9-2004
Finance Specialist
Wells Fargo
In the press

Media appearances

Who Is Jennifer Calara – Owner, Wealth Strategy at The Calara Agency. Featured in The Calara Agency (official website)
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Education
Bachelor of Science - BS
University of Colorado Colorado Springs
Master of Science - MS
Strayer University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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