Jennifer Calara, Veteran

Sharpshooter
DISC Type : CD

Owner - Wealth Strategy at The Calara Agency

Washington DC-Baltimore Area, United States

Overview

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.

Personality Overview

Fast But Analytical

Thorough Evaluator

Precise But Practical

They like to move fast and expect the same from others.  More than the product, they care about the impact of the product. They are not always relationship oriented.

Topics They Care 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.
Financial Education
She often posts content to demystify complex financial topics and will be a panelist discussing how women can overcome financial blind spots and build wealth.

Media Appearances

Who Is Jennifer Calara – Owner, Wealth Strategy at The Calara Agency. Featured in The Calara Agency (official website)

See Now

Work History

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

Education

Bachelor of Science - BS from University of Colorado Colorado Springs
Master of Science - MS from Strayer University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : Owner - Wealth Strategy at The Calara Agency
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Insights For Selling To Jennifer Calara,

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Be respectful but crisp
  • Objectively showcase the impact that your product creates

DONT's

  • Don't try too hard to forge relationships with them
  • Avoid being too verbose
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer Calara, is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jennifer Calara,

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Jennifer Calara, move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Jennifer Calara, take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Jennifer Calara,

Personality Compatibility


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