Jaclyn Madrid is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® practitioner with more than a decade of experience in the wealth management industry. She guides individuals and families through complex financial decisions, helping them feel more confident about their future.
Jaclyn is especially passionate about partnering with clients through periods of transition, whether that means preparing for retirement, changing careers, purchasing a home, or navigating a major life event. She enjoys making financial planning feel more approachable, practical, and manageable.
Jaclyn earned her bachelor's degree from University of California, Santa Barbara.
Outside of work, Jaclyn enjoys cooking, gardening, long walks outdoors, and finding creative ways to simplify everyday life. Her favorite place to recharge is in a hammock with a good book and nowhere to be.
Educational Background:
Bachelor of Arts degree in History of Art and Architecture, University of California, Santa Barbara, 2009
CERTIFIED FINANCIAL PLANNER™ certification program, Bryant University, 2022
Certified Private Wealth Advisor® (CPWA®) certification program, Yale School of Management, 2023
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.