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Jennifer Wang, CTFA, CISP
Jennifer Wang, CTFA, CISP
Vice President, Trust Administrator, IRA Specialist

Phone: (949) 202-4147
Cell: (916) 200-4147
jwang@ff-inc.com

Ms. Wang is a Trust Administrator in the trust department at First Foundation Bank. In her role, she
manages traditional trusts, as well as IRA, escrow, and custody accounts. Her focus includes trust
administration and daily reconciliation of accounts to ensure adherence to accounting protocols,
prevention from overdraft scenarios, and investment of appropriate levels of cash. She maintains a
high standard of client service and is often called upon to solve the complex cases involving First
Foundation’s trust clients.

Prior to joining First Foundation, Ms. Wang worked as a trust officer for eight years at Bank of the
West’s Wealth Management Group. Her duties included managing a variety of trust accounts,
including agency accounts, revocable and irrevocable trusts, special needs trusts, and death
administration accounts. Ms. Wang currently holds designations as a Certified Trust and Financial
Advisor (CTFA) and Certified IRA Services Professional (CISP).

Ms. Wang received her bachelor’s degree in Asian American Studies with a minor in English from the
University of California, Santa Barbara.

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY