Jaci

Iannello

CFP®, CRPC™

picture of a planner

Here to act in your best interests

About me

I view financial planning like a puzzle where we need to put all the pieces together to see the big picture. Every client I help has those pieces and putting together their big picture is what is important to me. When I am not helping my clients, I enjoy spending time with my family, traveling and being outside.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, Political Science - California State University, Long Beach

Visit one of our Locations

Los Angeles IV - Anaheim

2400 E. Katella Avenue

Suite 410

Anaheim, CA 92806

Los Angeles V - Orange County

600 Anton Blvd.

Suite 1750

Costa Mesa, CA 92626

Los Angeles III - Woodland Hills

21550 Oxnard Street

Suite 810

Woodland Hills, CA 91367

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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