About
Lynn N. Jenks, CLU, ChFC
Chartered Financial Consultant
Lynn was born and raised in Hawaii, and her Aloha Spirit roots spark compassion and integrity toward the well-being of her clients. She has over 37 years of experience in Insurance and Financial Services, with a focus on retirement and estate planning needs, including preparation of exit strategies to business owners.
Lynn is currently using technology to facilitate an “interstate planning consultant” model, traveling as needed. Her passion for serving has involved her with many organizations, including The Rotary Club of Kona, the Peace Officers Firefighters Fellowship (POFF), and with ministries to the the U.S. Marines stationed at Camp Pendleton and serving on the USS Green Bay in San Diego. She has faithfully stewarded two daughters, both of whom attended high school and college in Orange County. The girls currently enjoy their careers and lifestyle in Honolulu, HI and Nampa, ID.
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MISSION STATEMENT
The mission of Ali’i Financial Consulting is threefold:
- To provide ethical and comprehensive planning advice, thereby enabling clients to make sound financial decisions.
- To match plans and products as perfectly as possible with clients’ needs and expectations.
- To educate clients well enough that they can confidently explain what their plans will accomplish in providing for their own and their families’ futures.
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COMMITMENT
Ali’i takes its name from the Hawaiian word for ‘monarchy’. Lynn chose this name to represent her commitment to treating her clients like kings and queens—with utmost respect, confidentiality and integrity.
We work with a network of like-minded professionals who share our commitment to looking out for you. Whatever your needs, we assemble a talented team to see you through.