Client Service Coordinator
Handling both client service and office administration functions, Brenda Borgonovo is your first-line contact at JLFranklin Wealth Planning. She assists clients by establishing new accounts, managing the asset transfer process, updating existing accounts, and performing research. Additionally, Brenda assembles reports and presentation materials.
Brenda earned a B.S. in Business Administration from Cal State Chico. After taking time off from working in logistics and project management to raise her family, Brenda is embarking on a second career in financial planning; she is currently in the process of earning her CFP designation from U.C. Berkeley.
In her free time, Brenda enjoys rooting for the San Francisco Giants, hiking the hills of Marin, watching her two teenage boys compete in various sports, and spending time with her family.