Jennifer Soriano

Photo of team member
Jennifer Soriano

Client Service Executive


Jenn is a Client Service Executive at Coda Financial Group.  Her primary responsibility is developing and implementing client investment proposals.  When a client agrees to their game plan, she is the individual who creates all of the necessary paperwork.  She then delivers all completed applications to the appropriate investment companies.

She and her husband, Paul Soriano, enjoy working, traveling and attending sporting events together.  They have two children, Tristan and Lillyanne, and enjoy attending all of their extracurricular activities.

  • Joined the Coda Team in 2000
  • Non-Registered Personnel, SagePoint Financial, Inc.
  • Graduate of Leeward Community College, AA Liberal Arts 
  • Born and raised on Oahu, Hawaii

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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