Jennifer Calvi Price

Jennifer Calvi Price didn’t know what she didn’t know about the investment advice business when she was studying in college to be an advisor. Now she’s helping students avoid that predicament.

“I’m trying to turn around and be a resource for others coming behind me,” she said. “I want to build other people up and make them successful. That makes me feel good.”

Price, 38, has been deeply involved in alumni efforts to build Texas Tech University’s financial planning program. She has served two terms on the alumni advisory board for the School of Financial Planning and has mentored students for the last six years.

She tells students things she wished she had known, such as try to get your securities licenses while you’re still in college, because it will give you a leg up on the competition when job hunting. It brings the real world to the academy.

The next generation of advisors might learn perseverance from Price. She left a firm she had been with for 12 years to become a lead advisor elsewhere. Despite making the move during the pandemic, she brought in 100 clients with approximately $90 million in assets.

Setting a precedent for other chapters, she was instrumental in creating a NexGen seat on the Financial Planning Association’s Dallas-Fort Worth board. “Bridging that gap is important,” Price said. “It strengthens our industry.”

—Mark Schoeff Jr.