Jennifer Belle Osvath (Belle) has a unique approach to financial advice, she believes that it is her role to act as a financial translator, helping her clients fully understand complex financial strategies and identify what is best for them.
She works with clients to guide them through their financial options by creating well-designed financial plans and strategic investment strategies that align their investments with their long-term goals. She also works with corporate clients to manage their company retirement plans as well as develop and deliver employee financial education.
Belle is an integral part of VLP’s Investment Committee which meets quarterly to review our asset allocation, analyze performance, and works to identify any changes that need to be made in holdings or target asset allocations.
Belle started her career as an Instructional Systems Designer for federal auditing and accounting training and has a unique set of skills that enable her to break down complex financial concepts into simple and understandable explanations.
She is a board member of the Financial Planning Association National Capital Area Chapter which is a group dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Belle's Professional Credentials:
- Certified Financial Planner™ (CFP)
- Accredited Investment Fiduciary™ (AIF)
- Certified Student Loan Professional™ (CSLP)
- Bachelors of Science in Economics from George Mason University
Getting to Know Belle
Belle resides in Falls Church with her husband, Martin, their son Ronnie, and their two rescue dogs, Abby and Blitzen. She enjoys spending time on the Potomac River, on their boat or paddle boarding.
If Belle could meet anyone past or present it would be: Harriet Tubman
Favorite book:You Were Born Rich by Bob Proctor
Favorite food: Homemade Macaroni & Cheese
Favorite quote:“Don’t get so busy making a living that you forget to make a life” – Dolly Parton
Favorite holiday: 4th of July
Hidden talent: She was once in a demolition derby… and she didn’t lose!
Something on Belle’s bucket list: Visit outer space