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Jaci Iannello

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.



Chartered Retirement Planning Counselor™


Bachelor of Arts, California State University, Long Beach

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Los Angeles IV - Anaheim

2400 E. Katella Avenue
Suite 410
Anaheim, CA 92806

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Los Angeles VIII - Woodland Hills

21550 Oxnard Street
Suite 810
Woodland Hills, CA 91367

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

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