With more than a decade of experience in wealth management, Jaclyn joined Flourish in 2024 to work with clients to define and plan for their financial goals.
Jaclyn has worked in the wealth management industry for over 10 years and started her career in financial services/banking. Her goal is to partner with clients and their family—seeking to optimize their financial life so they can enjoy what they love.
After graduating from the University of California, Santa Barbara with a BA in Art History, Jaclyn studied Financial Planning at Bryant University. She obtained the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations during her previous role as a Private Wealth Advisor at Ellevest Private Wealth Management
Jaclyn has been recognized in 40 under 40 Pacific Coast Business Times (2024) and 40 Under 40 Conejo Valley Chamber of Commerce (2023). She is a member of the Financial Planning Association, a Council Member of the Conejo Valley Estate Planning Council, and a Member of the National Association of Women Business Owners.
WHAT DOES IT MEAN TO FLOURISH?
Flourishing goes beyond physical and emotional well-being; it embodies the autonomy to make choices aligned with values and goals. Each person is unique and deserves the opportunity to flourish by finding a fulfilling and meaningful life. In essence, flourishing is about realizing my full potential and experiencing a profound sense of contentment and purpose.
FAVORITE BOOK
The Count of Monte Cristo
Alexandre Dumas
FAVORITE ACTIVITIES
I enjoy hiking local California trails and spending time with my dog, Penny.
Education & Certifications
- BA, Art History - University of California, Santa Barbara
- Financial Panning Certificate - Bryant University
- Certified Private Wealth Advisor® (CPWA®) Certificate - Yale School of Management
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