Jackie Weitzberg is a CERTIFIED FINANCIAL PLANNER™ and a college professor in San Diego. She has built a successful financial consulting business, Guide My Finances, focused on assisting individuals and business owners by defining their goals, developing comprehensive strategies, implementing their plans and providing ongoing service, support and monitoring.
Since beginning her career in financial planning in 2003, Jaclyn has developed a passion for financial education. During her Financial Planning Seminars at local colleges, Jackie was often asked the same questions about complex issues of basic financial planning from many different students. These questions began her drive to develop a more engaging, simplified financial education for students of all ages that allowed them to master these theories and practices. In 2011 Jackie founded Money MindEd, LLC, a financial education program designed to educate teenagers and young adults on the basics of financial management. Through this program, Jackie strives to give our future leaders the financial education they need to be financially successful adults.
Clients and students have often said Jackie is concise, clear and thorough, and is full of practical advice that works in the real world.
As a financial planner and educator, Jackie has established herself as a respected professional and significant contributor to the San Diego community. In 2010, Jackie took on the role as the director of the Women’s Global Network, a San Diego women’s networking organization focused on helping local women through business development and women overseas through microfinance efforts. In 2011, Jaclyn was honored by the Mom’s In Business Unite Conference naming Money MindEd one of the best new products/services in San Diego and was nominated for the San Diego Magazine’s Women of the Year Award.
Jackie 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™ and holds a Bachelors Degree in Finance and an MSBA in Finance and Tax Planning from San Diego State University.
CA Insurance License #0E49845. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Guide My Finances is not an affiliated entity of the Securities America companies. Securities America and it’s representatives do not provide legal or tax advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information. Licensed to offer securities, insurance, and advisory services in the state of California. The forgoing information and opinions are for general informational purposes only and are not intended as an offer or solicitation with respect to the purchase or sale of any security or offering of individual investment advice. The Registered Representative does not guarantee the accuracy and completeness, or resume liability if such events do not come to pass. Such information or opinions is subject to change without notice.
