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 910

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

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