Jennifer L Shulman

Jennifer L Shulman, MBA, CDMM

Jennifer Shulman, MBA, CDMM
Owner and Principal of Simply Balanced Solutions, LLC

Jennifer recognized the need of individuals and their families managing their personal finances. Whether due to medical challenges, loss of a loved ones, or time constraints, financial related items were being overlooked.

“Finances do not stop on account of life challenges. Your financial life is something that cannot be ignored and must be handled properly.”

In response to the growing need, Jennifer felt uniquely qualified to help through her accounting expertise and her passion for helping people; thus Simply Balanced Solutions was created.

Education & Professional Background

B.S. in Accounting from the Fisher School of Accounting at the University of Florida
MBA from Saint Leo's University
Certified Daily Money Manager (CDMM®)
AADMM (American Association of Daily Money Managers) Former Board Member (Treasurer / Secretary)
Professional Fiduciary Council of Florida
Pinellas County Estate Planning Council: Former Board Member

Jennifer’s initial accounting career in public and corporate accounting provided the foundation of her expertise, organization and accountability which she continues to employ in all aspects of her professional life.

Personal Interests

Jennifer was born and raised in St. Petersburg, Florida. She enjoys spending time with her family in her role as Wife, Mom, Daughter, and Granddaughter.

She lives in St. Petersburg with her husband Josh, son Jacob, and their Goldendoodles: Dunkin and Penny.

Jennifer volunteers with Project Prosper, an organization that
provides financial assistance to refugees and immigrants.

While financial balance is important, personal balance is equally as important. To that end, Jennifer practices Tai Chi to maintain her personal balance.