Jennifer Belle Osvath (Belle) currently splits her time between investment management and giving personal financial guidance.
Belle has a unique approach to financial advice due to her background in Instructional Design. 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.
Belle is also an integral part of VLP’s Investment Committee which meets quarterly to review our asset allocation, analyze our performance, and works to identify any changes that need to be made in holdings or target asset allocations. She also serves as VLP’s Business Development Specialist, heading up our writing, marketing, publishing, and community outreach efforts.
Belle started her career as an Instructional Systems Designer for federal auditing and accounting courses and has a unique set of skills that enable her to break down complex financial concepts into simple and understandable explanations. 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.
Belle also works with corporate clients to manage their company retirement plans and develop and deliver employee education. She is an active 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™
- Accredited Investment Fiduciary™
- Certified Student Loan Professional™
- Bachelors of Science in Economics from George Mason University
- Series 7 and 66 Securities Registrations
Getting to Know Belle ________________________________________________________________________
Belle resides in Falls Church with her husband, Martin, and their two rescue dogs Abby and Blitzen. She enjoys spending time on the Potomac River on their boat or paddle boarding. She is also learning to be an apiarist- ask her about her bees!
If Belle could meet anyone past or present it would be: Harriet Tubman
Place Belle would most like to visit: Iceland
Favorite book: “You Were Born Rich” by Bob Proctor
Favorite movie:“Start Wars: The Empire Strikes Back”
Favorite food: Macaroni & Cheese
Favorite quote: “Have the courage to follow your heart and intuition. They somehow know what you truly want to become.” – Steve Jobs
Favorite holiday: 4th of July- she loves to set off fireworks!
Hidden talent: She once drove in a demolition derby
What motivates Belle: Helping people reach their goals
Something on Belle’s bucket list: Travel Internationally