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Jacqueline Adler CFP®
Guide My Finances
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As a Senior Financial Planner with Guide My Finances, Jackie brings a deeply personal approach to wealth management, shaped by over 20 years in the financial services industry. Jackie believes that our relationship with money is as complex and meaningful as any other relationship in our lives. That's why she focuses on building strong connections with her clients, creating an environment where they feel safe to share their concerns and aspirations. Jackie's passion for financial planning was inspired by her parents, both financial services professionals, who showed her how meaningful client relationships could transform lives. This early exposure helped shape her holistic approach to financial planning, where she considers not just the numbers, but the emotional and personal aspects of each client's journey. This perspective drives Jackie's specialization in helping clients navigate major life transitions, particularly during divorce. As a CFP® practitioner and Certified Divorce Financial Analyst® (CDFA)®, she serves as a financial advocate, empowering clients to move forward with confidence and purpose. Jackie believes that sound financial planning during times of transition creates a foundation for future success. Jackie holds the CFP® and CDFA® designations, bringing technical expertise alongside her commitment to personalized service and multigenerational planning. After spending 15 years between Santa Monica and New York City, this Arizona native now calls Laguna Beach home, where she lives with her dog Whiskey. Outside the office, Jackie can be found enjoying beach workouts, playing tennis, attending theater performances, and experimenting with new recipes. |
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800.875.1760
