Phone: (949) 622-3715
jcagle@ff-inc.com
Jennifer Cagle is a seasoned investment professional with more than three decades of experience guiding
high-net-worth individuals and families through complex financial decisions. As Senior Managing
Director at First Foundation Advisors, she specializes in designing and managing customized investment
portfolios while delivering a comprehensive suite of wealth management solutions tailored to each client’s
unique goals.
Known for her thoughtful, client-centric approach, Jennifer partners closely with clients to define longterm
objectives, evaluate risk, and implement disciplined strategies designed to preserve and grow wealth
across generations. Her ability to translate complex financial concepts into clear, actionable plans has
made her a trusted advisor to clients navigating pivotal life and financial transitions.
Jennifer is a Certified Financial Planner (CFP®) and is deeply engaged in the broader financial community
and maintains active membership in leading professional organizations, including the Financial Planning
Association (FPA) and the CFA Institute. These affiliations underscore her commitment to maintaining
the highest standards of knowledge, ethics, and client service.
Jennifer is the founding chair of Women United, a philanthropic network of more than 150 women who
contribute time and resources annually through Orange County United Way.
Jennifer earned her Bachelor of Arts degree from the University of Arizona and completed the Personal
Financial Planning Program at the University of California, Irvine. She is also a Certified Financial Divorce
Practitioner®, equipping her with specialized expertise to support individuals through marital transitions.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if First Foundation Advisors is engaged, or continues to be engaged, to provide investment advisory services.