Financial Planner - Jaclyn Weitzberg, CFP®

Jaclyn Weitzberg, CFP®

As a CERTIFIED FINANCIAL PLANNER™, Jaclyn is  responsible for providing investment and retirement planning advice to business owners and individuals. Jaclyn’s career in financial services has been focused on helping individuals and corporate clients by defining their goals, developing comprehensive strategies, implementing their plans, and providing ongoing service, support and monitoring to ensure that each client is well positioned to secure their individual financial goals and retirement planning objectives. Jaclyn has been working in financial services industry since 2003 and has an extensive background in retirement planning, management, finance, and accounting.  

After graduating from San Diego State University with a BA in Finance, Jaclyn began her life as a financial planner.  After gaining valuable experience, Jaclyn began to build her practice as  an independent 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®.

Jaclyn's passion for finance has led her to become an adjunct professor of finance at National University where she teaches Financial Planning and Risk Management and Insurance.

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™.