About My Practice
Mayer, Moll and Associates, an independent wealth advisory firm, takes a personalized approach to financial planning, focusing on helping you and your family work towards your financial dreams. We provide creative solutions and sound advice which supports you in staying on course and being well positioned for the future.
With over 25 year of experience in helping clients with wealth creation and wealth management, we know each client’s situation is different. That is why our approach is all about first understanding your financial goals, lifestyle needs, aspirations and concerns. After we know the “complete picture”, we then create plans, solutions, and strategies tailored to you.
At Mayer, Moll and Associates, our core value is doing what is best for you, the client. We can bring clarity to the often confusing and overwhelming choices you have when it comes to investment opportunities, tax and estate planning, insurance, retirement plans and distribution strategies. We pride ourselves in providing each and every client attentive expertise and care, and we treasure the long-term relationships with our clients.
Experience
For the past 30 years, Jackie has focused on asset accumulation, retirement planning and estate preservation. She takes a comprehensive, education based approach using creative problem solving and prudent planning strategies as well as assists with the selection, placement and monitoring of insurance and investments.
Regardless of what phase of life you are currently in, which issues you are facing, or what financial questions you are struggling with, Jackie believes financial decisions should be made in the context of your overall personal and financial situation, and she works most effectively with clients on an ongoing long-term basis through their various life transitions.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CLU
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.
Member FINRA/SIPC. Financial Planning offered through Mayer, Moll & Associates, a Registered
Investment Advisor and a separate entity.
www.finra.org and to www.sipc.org
Considerations: CA Insurance Lic#0628219
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
