GuideMyFinances's Channel

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About GuideMyFinances's channel

guidemyfinances.com

Created by

GuideMyFinances

Latest Activity

Aug 13, 2009

Date Joined

Aug 13, 2009

About this user

As a CERTIFIED FINANCIAL PLANNER™, Jaclyn is responsible for providing investment, insurance and retirement planning advice to business owners and individuals. Jaclyn has been working in the financial services industry since 2003 and has an extensive background in retirement planning, insurance, estate planning, finance, and accounting.

After graduating from San Diego State University with a BA in Finance, Jaclyn began her life as a financial planner. Since then Jaclyn has successfully completed her Masters Degree in Finance and Tax Planning and has obtained her designation as a CERTIFIED FINANCIAL PLANNER, CFP®. In addition, Jaclyn spends a portion of her time working as Adjunct Finance Professor at National University.

Jaclyn holds FINRA Series 6,7, 63 licenses as well as her Life, Health and Long Term Care Insurance licenses. She has also attained her designation as a CERTIFIED FINANCIAL PLANNER™.

Country

United States

Occupation

President, Guide My Finances
President, Holistik Financial & Insurance Services

Companies

Guide My Finances www.GuideMyFinances.com
Holistik Financial & Insurance Services www.HolistikPlanning.com

Schools

San Diego State University, MSBA Finance & Tax Planning

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