Jeni Tryon, CFP®, CDFA™
Private Wealth Manager
Jeni Tryon has been providing quality financial counsel since 1998. After graduating from the University of California, Irvine (UCI) she began her investment career with Salomon Smith Barney. Early on, Jeni identified a gap in the traditional corporate approach and sought to improve her client’s balance sheets as well as create a unique, personalized experience. Believing that clients would be better served by a comprehensive financial plan rather than a narrow focus on investment planning she continued her education at UCI and Kaplan by enrolling in their two year CERTIFIED FINANCIAL PLANNER™ courses. She subsequently earned her CFP® certification, and has helped her clients pursue a higher level of financial independence.
Jeni places the highest value on each client’s individual financial and life goals. She guides clients to build portfolios designed to maximize growth but also help their principal. Clients appreciate and respect her knowledge, steadfast approach in difficult times and willingness to go the extra mile to meet their needs. Throughout her career, she has expertly consulted on complex trust and high profile divorce settlements; managed large portfolios for high net worth clients, and provided guidance and direction for clients in transition. Her keen financial insight and tax efficient strategies strive to ensure that clients do not outlive their assets.
Jeni is widely recognized as an industry leader, who has been quoted in Bloomberg Markets and sought out by industry insiders for her views on the wealth management profession. Her impeccable credentials include General Securities Representative, Uniform Securities Agent, Investment Advisor Representative and General Securities Principal, all held through LPL Financial.
Most recently, Jeni also became a Certified Divorce Financial Analyst (CDFA™), a limited specialty for wealth advisors. She is able to provide expert guidance to clients navigating the unique financial issues that occur during the divorce process, such as incomes, expenses, assets, tax issues, pensions, and division of property.
In addition to providing wealth management services to clients, Jeni has also earned the title of LPL Registered Principal. This designation qualifies her to lead, train, and mentor financial consultants. She currently has five consultants in her branch, including a Certified Public Accountant (CPA). She supervises and oversees each advisor’s client accounts, trades and investments.
Jeni is Past President of Orange County Executive Women International, a non-profit organization that brings together executive women and actively plans charity events that benefit children and families. Her work has included planning hospital visits, working wardrobes donations and organizing a reading rally for over 200 kids in Santa Ana.
A recent trip to Uganda, had a profound impact on Jeni. Traveling through some of the poorest parts of Africa, and seeing children in need of food and clothing both overwhelmed and inspired her. Jeni responded to the need by starting her own non-profit organization, Opportunities for Orphans, with a mission to serve the educational needs of children worldwide that have lost one or both parents. Seeing children of multiple ages learning in one small classroom, Jeni determined to provide these children with the opportunity to develop other skills. One of Opportunities for Orphans projects is to build computer labs in African schools to bridge the gap in knowledge and information flow.
In her spare time, Jeni indulges her lifelong passion for the arts. She is a classically trained ballet dancer, and has performed in Salsa and other Latin dances throughout Southern California. She enjoys attending the Orange County Performing Arts Center and sharing her passion with family, friends and clients.
CA Insurance License #0C64045
Melanie Broad – LPL Financial Advisor
Melanie Broad is an LPL Financial Advisor affiliated with Tryon & Co. She enjoys getting to know people and helping them define their financial goals and develop a plan to work toward those goals. Melanie has always been committed to putting her clients’ needs above anything else. She does not use a “one size fits all” approach, but develops a plan that will best fit the needs of each small business, individual, or family, with the goal of providing unparalleled investment guidance and services.
Melanie brings the power of focus to help her clients pursue their most important goals.
Serving a select group of quality individuals and small businesses, she offers comprehensive financial planning, including estate planning, retirement planning, education planning, insurance services, and asset management. In addition, she offers her clients access to world-class research, as well as trading services.
Melanie is an active past president of the Cerritos Chamber of Commerce, and is an associate member of Jack and Jill Guild, who’s mission it is to raise money for CHOC Children. She is a proud graduate of University of North Texas, in Denton, TX, where she earned her Bachelor’s Degree in Business Administration.
Prior to entering the financial services industry, she had a successful career in the gift and collectible industry. This career gave her insight into the dynamics and needs of the owners of small businesses.
Melanie resides in the beautiful city of Orange, where she raised her two daughters. Stephanie recently graduated from New York University, and Megan is an undergraduate at American University in Washington, D.C. Melanie attends Our Savior’s Lutheran Church, and is devoted to her dog, Napoleon, whom she rescued from the Orange County Animal Shelter.
CA Insurance License #0F19947