Ellevest Wealth Management Financial Advisor
Jaclyn joined Ellevest in 2019 after working in the financial services industry for over a decade. Her goal is to partner with you and your family to optimize your financial life, so you can enjoy what you love. She works closely with clients to develop custom investment portfolios and financial plans that prioritize their goals. With more than a decade of experience in wealth management and financial services, she's learned that listening is the crucial first step in crafting a stellar financial plan and investment strategy.
Certified Private Wealth Advisor® Certificate, Financial & Financial Management Services, 2023
CERTIFIED FINANCIAL PLANNER™ Professional, 2022
Member of the Conejo Valley Estate Planning Council, Member of the Financial Planning Association, Member of the National Association of Women Business Owners
“I feel confident my money is invested in the right place. I feel more safe being surrounded and coached by a team of women.”
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
Ellevest was founded with a mission to put more money in the hands of women.
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We're obligated to put your interests ahead of our own. We'll never over-trade your account to generate fees for us or sell you proprietary products that would have you pay us twice.
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You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.
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We can align your investments with your values without sacrificing returns by investing in our Intentional Impact Portfolios* and other impact alternative investments.
Our services don’t end with investments. Want to see exactly where your impact dollars are going? Check out your custom impact report. Want to vote on your shares with one click? Enroll in our proxy voting services. We’ve got you covered.
You deserve a team that actively listens, creates space for real conversations, and understands all of your financial goals. We’re committed to being that team for you.
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