Jennifer Hartman, CFP, CFS Kathleen Hartman, CFA, CFP
CA Tel: 323-395-8801
IN Tel: 317-993-3384
Achieving your dreams and alleviating
your concerns is our purpose at
Greenleaf Financial Group
When you engage us for investment management you can be assured of:
Expertise without a sales pitch: As independent, fee-only advisors, we never receive compensation from investment products or purchases. All investment choices are objective, thoughtful, and tailored to your needs.
A focus on you: You have a unique set of aspirations and circumstances. We provide customized investment and financial planning solutions specific to each client.
Education and clarity: We want you to feel good about your investments and comfortable that you will achieve your financial goals. Eliminate your financial stress and uncertainty with our clear reports, friendly discussions, and helpful updates.
Jennifer Hartman, CFP, CFS
1239 S. Rimpau Blvd.
Los Angeles, CA 90019
Kathleen Hartman, CFA, CFP
13295 Illinois St., Suite 322
Carmel, IN 46032