Penny Chin Bacharach, CFP®
LPL Registered Principal/Financial Consultant
Penny Chin Bacharach is a dedicated Financial Consultant with over 40 years of investment experience. Since joining AWMP in 2015, she continues to manage her established accounts while collaborating with Andrei Jigalin on her managed fee assets. She focuses on empowering clients through financial education, transforming complex strategies into clear, actionable roadmaps.
Professional Approach
- Education & Clarity: Penny’s top priority is ensuring clients understand their investment options, using straightforward language to build a foundation for sound decision-making.
- Independent Advice: As an independent consultant, she provides access to non-proprietary investment options, ensuring that client objectives always remain the primary focus.
Community & Personal Life
A 31-year resident of Novato, Penny is deeply involved in her Bel Marin Keys community. Her history of service includes leadership roles with Branson High School, Mark Day School, and local youth basketball. When she isn’t helping clients, Penny stays active at the gym, enjoys chasing balls on the golf course, reading, Mahjong and spending quality time in Truckee with her husband.
Qualifications
- CERTIFIED FINANCIAL PLANNER ®
- University of Southern California B.S. – Business Administration
- FINRA Series 3,7, 15, 24, 63 held through LPL Financial
- FINRA Series 65 held through Alpha Wealth Management and Planning
- CA Insurance License #0A34454